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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$12.65
Change-$0.10 (-0.78%)
VolumeN/A
Net Assets635.7M
Vanguard Total Stock Mkt Idx Adm
Price$157.80
Change-$1.10 (-0.69%)
VolumeN/A
Net Assets2.05T
JRSDX vs VTSAX Comparison Chart in %
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JRSDX vs. VTSAX commentary
Nov 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. JRSDX (636M). VTSAX pays higher dividends than JRSDX: VTSAX (1.11) vs JRSDX (1.04). 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: 113.00 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 : 12.10 vs. JRSDX (7.16). VTSAX return over 5 years is better than : 77.92 vs. JRSDX (7.42).
| 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 | 9.429 | 12.746 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 2.05T | 0% |
| Annual Yield % from dividends | 1.04 | 1.11 | 94% |
| Returns for 1 year | 7.16 | 12.10 | 59% |
| Returns for 3 years | 43.33 | 65.02 | 67% |
| Returns for 5 years | 7.42 | 77.92 | 10% |
| Returns for 10 years | 61.84 | 216.64 | 29% |