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JRSAX vs VTSMX
JRSAX vs VTSMX Comparison
Open Charts JRSAX vs VTSMX
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 I
Price$160.95
Change-$0.51 (-0.32%)
VolumeN/A
Net Assets2.02T
JRSAX vs VTSMX Comparison Chart in %
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JRSAX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. JRSAX (640M). VTSMX pays higher dividends than JRSAX: VTSMX (1.04) vs JRSAX (0.79). JRSAX was incepted earlier than VTSMX: JRSAX (20 years) vs VTSMX (33 years). JRSAX (0.90) is less costly to investors than VTSMX (0.14). JRSAX is a more actively managed with annual turnover of: 250.00 vs. VTSMX (2.00). JRSAX has a lower initial minimum investment than VTSMX: JRSAX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.70 vs. JRSAX (10.77). VTSMX return over 5 years is better than : 87.78 vs. JRSAX (8.09).
| JRSAX | VTSMX | JRSAX / VTSMX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 0.90 | 0.14 | 643% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 11.392 | 14.581 | 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 | 1.04 | 76% |
| Returns for 1 year | 10.77 | 16.70 | 64% |
| Returns for 3 years | 62.50 | 83.83 | 75% |
| Returns for 5 years | 8.09 | 87.78 | 9% |
| Returns for 10 years | 64.47 | 231.38 | 28% |
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