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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$11.56
Change-$0.35 (-2.94%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.22
Change-$9.02 (-3.14%)
VolumeN/A
CapitalizationN/A
JRSDX vs VSTSX Comparison Chart
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JRSDX vs. VSTSX commentary
Dec 19, 2024
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 Hold and VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. JRSDX (637M). VSTSX pays higher dividends than JRSDX: VSTSX (1.36) vs JRSDX (0.51). JRSDX was incepted earlier than VSTSX: JRSDX (10 years) vs VSTSX (8 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 : 26.94 vs. JRSDX (25.09). VSTSX return over 5 years is better than : 84.26 vs. JRSDX (10.18).
| JRSDX | VSTSX | JRSDX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | 24.061 | 26.417 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 637M | 1.84T | 0% |
| Annual Yield % from dividends | 0.51 | 1.36 | 37% |
| Returns for 1 year | 25.09 | 26.94 | 93% |
| Returns for 3 years | -7.11 | 27.95 | -25% |
| Returns for 5 years | 10.18 | 84.26 | 12% |
| Returns for 10 years | N/A | N/A | - |
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