Interact to see
Advertisement
Advertisement
JRSIX vs VITSX
JRSIX vs VITSX Comparison
Open Charts JRSIX vs VITSX
JH Adaptive Risk Mgd U.S. Eq I
Price$12.72
Change+$0.10 (+0.79%)
VolumeN/A
Net Assets618.63M
Vanguard Total Stock Market Idx I
Price$153.93
Change+$1.92 (+1.26%)
VolumeN/A
Net Assets1.91T
JRSIX vs VITSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JRSIX vs. VITSX commentary
Aug 13, 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 JRSIX is a StrongBuy and VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.91T vs. JRSIX (619M). VITSX pays higher dividends than JRSIX: VITSX (1.19) vs JRSIX (1.12). JRSIX was incepted earlier than VITSX: JRSIX (20 years) vs VITSX (28 years). JRSIX (0.65) is less costly to investors than VITSX (0.03). JRSIX is a more actively managed with annual turnover of: 250.00 vs. VITSX (2.00). JRSIX has a lower initial minimum investment than VITSX: JRSIX (2500) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 18.98 vs. JRSIX (14.20). VITSX return over 5 years is better than : 83.30 vs. JRSIX (7.86).
| JRSIX | VITSX | JRSIX / VITSX | |
| Total Expense Ratio | 0.65 | 0.03 | 2,167% |
| Annual Report Gross Expense Ratio | 0.65 | 0.03 | 2,167% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 6.588 | 7.820 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 1.91T | 0% |
| Annual Yield % from dividends | 1.12 | 1.19 | 94% |
| Returns for 1 year | 14.20 | 18.98 | 75% |
| Returns for 3 years | 34.29 | 45.66 | 75% |
| Returns for 5 years | 7.86 | 83.30 | 9% |
| Returns for 10 years | 53.94 | 200.04 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement