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JRSDX vs VTSMX
JRSDX vs VTSMX Comparison
Open Charts JRSDX vs VTSMX
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 I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
JRSDX vs VTSMX Comparison Chart in %
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JRSDX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. JRSDX (636M). JRSDX (1.04) and VTSMX (1.02) have matching dividends . JRSDX was incepted earlier than VTSMX: JRSDX (11 years) vs VTSMX (34 years). JRSDX (0.70) is less costly to investors than VTSMX (0.14). JRSDX is a more actively managed with annual turnover of: 113.00 vs. VTSMX (2.00). JRSDX has a lower initial minimum investment than VTSMX: JRSDX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 12.09 vs. JRSDX (7.16). VTSMX return over 5 years is better than : 77.91 vs. JRSDX (7.42).
| JRSDX | VTSMX | JRSDX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 9.429 | 12.736 | 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 | 1.02 | 102% |
| Returns for 1 year | 7.16 | 12.09 | 59% |
| Returns for 3 years | 43.33 | 64.98 | 67% |
| Returns for 5 years | 7.42 | 77.91 | 10% |
| Returns for 10 years | 61.84 | 215.97 | 29% |
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