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JRSAX vs VSTSX
JRSAX vs VSTSX Comparison
Open Charts JRSAX vs VSTSX
JH Adaptive Risk Mgd U.S. Eq A
Price$12.08
Change-$0.20 (-1.63%)
VolumeN/A
Net Assets633.76M
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.63
Change-$5.37 (-1.86%)
VolumeN/A
Net Assets1.84T
JRSAX vs VSTSX Comparison Chart
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JRSAX vs. VSTSX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JRSAX is a Buy and VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. JRSAX (634M). VSTSX pays higher dividends than JRSAX: VSTSX (1.36) vs JRSAX (0.40). JRSAX was incepted earlier than VSTSX: JRSAX (19 years) vs VSTSX (9 years). JRSAX is a more actively managed with annual turnover of: 313.00 vs. VSTSX (2.00). JRSAX has a lower initial minimum investment than VSTSX: JRSAX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 17.63 vs. JRSAX (16.60). VSTSX return over 5 years is better than : 74.94 vs. JRSAX (1.63).
| JRSAX | VSTSX | JRSAX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 1.941 | 2.135 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 1.84T | 0% |
| Annual Yield % from dividends | 0.40 | 1.36 | 30% |
| Returns for 1 year | 16.60 | 17.63 | 94% |
| Returns for 3 years | 28.45 | 36.87 | 77% |
| Returns for 5 years | 1.63 | 74.94 | 2% |
| Returns for 10 years | 28.73 | N/A | - |
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