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JRSDX vs VITSX
JRSDX vs VITSX Comparison
Open Charts JRSDX vs VITSX
JH Adaptive Risk Mgd U.S. Eq D
Price$12.35
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets618.63M
Vanguard Total Stock Market Idx I
Price$152.38
Change+$1.01 (+0.67%)
VolumeN/A
Net Assets1.91T
JRSDX vs VITSX Comparison Chart in %
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JRSDX vs. VITSX commentary
Aug 09, 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 JRSDX is a StrongBuy and VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.91T vs. JRSDX (619M). VITSX pays higher dividends than JRSDX: VITSX (1.19) vs JRSDX (1.10). JRSDX was incepted earlier than VITSX: JRSDX (11 years) vs VITSX (28 years). JRSDX (0.70) is less costly to investors than VITSX (0.03). JRSDX is a more actively managed with annual turnover of: 250.00 vs. VITSX (2.00). JRSDX has a lower initial minimum investment than VITSX: JRSDX (2500) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 18.89 vs. JRSDX (15.13). VITSX return over 5 years is better than : 83.76 vs. JRSDX (6.85).
| JRSDX | VITSX | JRSDX / VITSX | |
| Total Expense Ratio | 0.70 | 0.03 | 2,333% |
| Annual Report Gross Expense Ratio | 0.70 | 0.03 | 2,333% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 6.834 | 7.366 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 1.91T | 0% |
| Annual Yield % from dividends | 1.10 | 1.19 | 92% |
| Returns for 1 year | 15.13 | 18.89 | 80% |
| Returns for 3 years | 38.57 | 50.97 | 76% |
| Returns for 5 years | 6.85 | 83.76 | 8% |
| Returns for 10 years | 54.06 | 199.91 | 27% |
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