Interact to see
Advertisement
Advertisement
JRSIX vs VSTSX
JRSIX vs VSTSX Comparison
Open Charts JRSIX vs VSTSX
JH Adaptive Risk Mgd U.S. Eq I
Price$11.75
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets576.3M
Vanguard Total Stock Mkt Idx Instl Sel
Price$274.90
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets1.72T
JRSIX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JRSIX vs. VSTSX commentary
May 23, 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 Buy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. JRSIX (576M). VSTSX pays higher dividends than JRSIX: VSTSX (1.38) vs JRSIX (1.25). JRSIX was incepted earlier than VSTSX: JRSIX (19 years) vs VSTSX (9 years). JRSIX (0.65) is less costly to investors than VSTSX (0.01). JRSIX is a more actively managed with annual turnover of: 250.00 vs. VSTSX (2.00). JRSIX has a lower initial minimum investment than VSTSX: JRSIX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 9.53 vs. JRSIX (8.56). VSTSX return over 5 years is better than : 93.06 vs. JRSIX (15.42).
| JRSIX | VSTSX | JRSIX / VSTSX | |
| Total Expense Ratio | 0.65 | 0.01 | 6,500% |
| Annual Report Gross Expense Ratio | 0.65 | 0.01 | 6,500% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | -0.760 | -0.966 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 576M | 1.72T | 0% |
| Annual Yield % from dividends | 1.25 | 1.38 | 91% |
| Returns for 1 year | 8.56 | 9.53 | 90% |
| Returns for 3 years | 34.57 | 44.86 | 77% |
| Returns for 5 years | 15.42 | 93.06 | 17% |
| Returns for 10 years | 45.82 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement