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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$10.95
Change-$0.50 (-4.37%)
VolumeN/A
Net Assets619.4M
Vanguard Total Stock Mkt Idx Instl Sel
Price$253.01
Change-$13.54 (-5.08%)
VolumeN/A
Net Assets1.81T
JRSAX vs VSTSX Comparison Chart
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JRSAX vs. VSTSX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. JRSAX (619M). VSTSX pays higher dividends than JRSAX: VSTSX (1.37) vs JRSAX (0.92). JRSAX was incepted earlier than VSTSX: JRSAX (19 years) vs VSTSX (9 years). JRSAX (0.90) is less costly to investors than VSTSX (0.01). JRSAX is a more actively managed with annual turnover of: 250.00 vs. VSTSX (2.00). JRSAX has a lower initial minimum investment than VSTSX: JRSAX (2500) vs VSTSX (5000000000). VSTSX (8.07) and JRSAX (8.03) have marching annual gain over last year. VSTSX return over 5 years is better than : 126.39 vs. JRSAX (37.51).
| JRSAX | VSTSX | JRSAX / VSTSX | |
| Total Expense Ratio | 0.90 | 0.01 | 9,000% |
| Annual Report Gross Expense Ratio | 0.90 | 0.01 | 9,000% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | -3.376 | -3.985 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 1.81T | 0% |
| Annual Yield % from dividends | 0.92 | 1.37 | 68% |
| Returns for 1 year | 8.03 | 8.07 | 100% |
| Returns for 3 years | 12.90 | 21.09 | 61% |
| Returns for 5 years | 37.51 | 126.39 | 30% |
| Returns for 10 years | 20.98 | N/A | - |
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