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JRSDX vs VSTSX
JRSDX vs VSTSX Comparison
Open Charts JRSDX vs VSTSX
JH Adaptive Risk Mgd U.S. Eq D
Price$10.86
Change+$0.18 (+1.69%)
VolumeN/A
Net Assets586.91M
Vanguard Total Stock Mkt Idx Instl Sel
Price$257.84
Change+$5.26 (+2.08%)
VolumeN/A
Net Assets1.7T
JRSDX vs VSTSX Comparison Chart
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JRSDX vs. VSTSX commentary
Apr 25, 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 Buy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. JRSDX (587M). VSTSX pays higher dividends than JRSDX: VSTSX (1.37) vs JRSDX (1.22). JRSDX was incepted earlier than VSTSX: JRSDX (10 years) vs VSTSX (9 years). JRSDX (0.70) is less costly to investors than VSTSX (0.01). JRSDX is a more actively managed with annual turnover of: 250.00 vs. VSTSX (2.00). JRSDX has a lower initial minimum investment than VSTSX: JRSDX (2500) vs VSTSX (5000000000). JRSDX annual gain was more profitable for investors over the last year : 5.90 vs. VSTSX (5.29). VSTSX return over 5 years is better than : 86.89 vs. JRSDX (13.41).
| JRSDX | VSTSX | JRSDX / VSTSX | |
| Total Expense Ratio | 0.70 | 0.01 | 7,000% |
| Annual Report Gross Expense Ratio | 0.70 | 0.01 | 7,000% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | -7.612 | -9.017 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 587M | 1.7T | 0% |
| Annual Yield % from dividends | 1.22 | 1.37 | 90% |
| Returns for 1 year | 5.90 | 5.29 | 112% |
| Returns for 3 years | 14.62 | 22.65 | 65% |
| Returns for 5 years | 13.41 | 86.89 | 15% |
| Returns for 10 years | 34.69 | N/A | - |