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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$12.35
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets618.63M
Vanguard Total Stock Mkt Idx Instl Sel
Price$300.02
Change+$1.99 (+0.67%)
VolumeN/A
Net Assets1.91T
JRSDX vs VSTSX Comparison Chart in %
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JRSDX vs. VSTSX 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 VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. JRSDX (619M). VSTSX pays higher dividends than JRSDX: VSTSX (1.20) vs JRSDX (1.10). JRSDX was incepted earlier than VSTSX: JRSDX (11 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). VSTSX annual gain was more profitable for investors over the last year : 18.91 vs. JRSDX (15.13). VSTSX return over 5 years is better than : 83.88 vs. JRSDX (6.85).
| 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 | 11 years | 9 years | - |
| Gain YTD | 6.834 | 7.371 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 1.91T | 0% |
| Annual Yield % from dividends | 1.10 | 1.20 | 92% |
| Returns for 1 year | 15.13 | 18.91 | 80% |
| Returns for 3 years | 38.57 | 51.04 | 76% |
| Returns for 5 years | 6.85 | 83.88 | 8% |
| Returns for 10 years | 54.06 | N/A | - |
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