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JRSAX vs VTSAX
JRSAX vs VTSAX Comparison
Open Charts JRSAX vs VTSAX
JH Adaptive Risk Mgd U.S. Eq A
Price$13.14
Change-$0.06 (-0.45%)
VolumeN/A
Net Assets639.91M
Vanguard Total Stock Mkt Idx Adm
Price$160.98
Change-$0.51 (-0.32%)
VolumeN/A
Net Assets2.02T
JRSAX vs VTSAX Comparison Chart in %
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JRSAX vs. VTSAX commentary
Oct 10, 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 Hold and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. JRSAX (640M). VTSAX pays higher dividends than JRSAX: VTSAX (1.13) vs JRSAX (0.79). JRSAX was incepted earlier than VTSAX: JRSAX (20 years) vs VTSAX (25 years). JRSAX (0.90) is less costly to investors than VTSAX (0.04). JRSAX is a more actively managed with annual turnover of: 250.00 vs. VTSAX (2.00). JRSAX has a lower initial minimum investment than VTSAX: JRSAX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 16.71 vs. JRSAX (10.77). VTSAX return over 5 years is better than : 87.82 vs. JRSAX (8.09).
| JRSAX | VTSAX | JRSAX / VTSAX | |
| Total Expense Ratio | 0.90 | 0.04 | 2,250% |
| Annual Report Gross Expense Ratio | 0.90 | 0.04 | 2,250% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 11.392 | 14.584 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 640M | 2.02T | 0% |
| Annual Yield % from dividends | 0.79 | 1.13 | 70% |
| Returns for 1 year | 10.77 | 16.71 | 64% |
| Returns for 3 years | 62.50 | 83.88 | 75% |
| Returns for 5 years | 8.09 | 87.82 | 9% |
| Returns for 10 years | 64.47 | 232.18 | 28% |