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JRSDX vs VTSAX
JRSDX vs VTSAX Comparison
Open Charts JRSDX vs VTSAX
JH Adaptive Risk Mgd U.S. Eq D
Price$12.86
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets620.99M
Vanguard Total Stock Mkt Idx Adm
Price$160.46
Change-$0.76 (-0.47%)
VolumeN/A
Net Assets2.02T
JRSDX vs VTSAX Comparison Chart in %
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JRSDX vs. VTSAX commentary
Oct 08, 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 Hold and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. JRSDX (621M). VTSAX pays higher dividends than JRSDX: VTSAX (1.13) vs JRSDX (1.05). JRSDX was incepted earlier than VTSAX: JRSDX (11 years) vs VTSAX (25 years). JRSDX (0.70) is less costly to investors than VTSAX (0.04). JRSDX is a more actively managed with annual turnover of: 250.00 vs. VTSAX (2.00). JRSDX has a lower initial minimum investment than VTSAX: JRSDX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 18.35 vs. JRSDX (13.33). VTSAX return over 5 years is better than : 89.11 vs. JRSDX (9.53).
| JRSDX | VTSAX | JRSDX / VTSAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.70 | 0.04 | 1,750% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 11.851 | 14.392 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 621M | 2.02T | 0% |
| Annual Yield % from dividends | 1.05 | 1.13 | 93% |
| Returns for 1 year | 13.33 | 18.35 | 73% |
| Returns for 3 years | 63.25 | 82.10 | 77% |
| Returns for 5 years | 9.53 | 89.11 | 11% |
| Returns for 10 years | 67.66 | 231.82 | 29% |
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