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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$12.42
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.82
Change-$0.19 (-0.07%)
VolumeN/A
CapitalizationN/A
JRSIX vs VSTSX Comparison Chart
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JRSIX vs. VSTSX commentary
Nov 14, 2024
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: 1.73T vs. JRSIX (638M). VSTSX pays higher dividends than JRSIX: VSTSX (1.36) vs JRSIX (0.53). JRSIX was incepted earlier than VSTSX: JRSIX (19 years) vs VSTSX (8 years). JRSIX is a more actively managed with annual turnover of: 313.00 vs. VSTSX (2.00). JRSIX has a lower initial minimum investment than VSTSX: JRSIX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 36.50 vs. JRSIX (29.22). VSTSX return over 5 years is better than : 89.10 vs. JRSIX (10.18).
| JRSIX | VSTSX | JRSIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 24.849 | 24.996 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 1.73T | 0% |
| Annual Yield % from dividends | 0.53 | 1.36 | 39% |
| Returns for 1 year | 29.22 | 36.50 | 80% |
| Returns for 3 years | -5.47 | 22.96 | -24% |
| Returns for 5 years | 10.18 | 89.10 | 11% |
| Returns for 10 years | 7.98 | N/A | - |
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