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JRSIX vs VSTSX
JRSIX vs VSTSX Comparison
Open Charts JRSIX vs VSTSX
JH Adaptive Risk Mgd U.S. Eq I
Price$11.19
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets586.91M
Vanguard Total Stock Mkt Idx Instl Sel
Price$259.56
Change+$1.72 (+0.67%)
VolumeN/A
Net Assets1.7T
JRSIX vs VSTSX Comparison Chart
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JRSIX vs. VSTSX commentary
Apr 28, 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: 1.7T vs. JRSIX (587M). VSTSX pays higher dividends than JRSIX: VSTSX (1.37) vs JRSIX (1.24). 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). JRSIX (8.75) and VSTSX (8.71) have marching annual gain over last year. VSTSX return over 5 years is better than : 92.06 vs. JRSIX (17.01).
| 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 | -5.490 | -6.502 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 587M | 1.7T | 0% |
| Annual Yield % from dividends | 1.24 | 1.37 | 91% |
| Returns for 1 year | 8.75 | 8.71 | 100% |
| Returns for 3 years | 20.56 | 29.81 | 69% |
| Returns for 5 years | 17.01 | 92.06 | 18% |
| Returns for 10 years | 39.02 | N/A | - |
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