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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$11.74
Change+$0.11 (+0.95%)
VolumeN/A
Net Assets621.74M
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.94
Change+$2.66 (+0.95%)
VolumeN/A
Net Assets1.78T
JRSDX vs VSTSX Comparison Chart
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JRSDX vs. VSTSX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. JRSDX (622M). 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 : 25.28 vs. JRSDX (21.91). VSTSX return over 5 years is better than : 76.20 vs. JRSDX (4.39).
| 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 | 1.557 | 2.247 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 1.78T | 0% |
| Annual Yield % from dividends | 0.51 | 1.36 | 37% |
| Returns for 1 year | 21.91 | 25.28 | 87% |
| Returns for 3 years | 24.33 | 29.03 | 84% |
| Returns for 5 years | 4.39 | 76.20 | 6% |
| Returns for 10 years | 33.84 | N/A | - |