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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$11.78
Change-$0.20 (-1.67%)
VolumeN/A
Net Assets633.76M
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.63
Change-$5.37 (-1.86%)
VolumeN/A
Net Assets1.84T
JRSDX vs VSTSX Comparison Chart
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JRSDX vs. VSTSX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. JRSDX (634M). VSTSX pays higher dividends than JRSDX: VSTSX (1.36) vs JRSDX (0.51). JRSDX was incepted earlier than VSTSX: JRSDX (10 years) vs VSTSX (9 years). JRSDX is a more actively managed with annual turnover of: 313.00 vs. VSTSX (2.00). JRSDX has a lower initial minimum investment than VSTSX: JRSDX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 17.63 vs. JRSDX (16.70). VSTSX return over 5 years is better than : 74.94 vs. JRSDX (1.83).
| JRSDX | VSTSX | JRSDX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 1.903 | 2.135 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 1.84T | 0% |
| Annual Yield % from dividends | 0.51 | 1.36 | 37% |
| Returns for 1 year | 16.70 | 17.63 | 95% |
| Returns for 3 years | 28.96 | 36.87 | 79% |
| Returns for 5 years | 1.83 | 74.94 | 2% |
| Returns for 10 years | 29.67 | N/A | - |
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