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$12.61
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets615.53M
Vanguard Total Stock Mkt Idx Instl Sel
Price$299.29
Change-$0.10 (-0.03%)
VolumeN/A
Net Assets1.91T
JRSIX vs VSTSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JRSIX vs. VSTSX commentary
Jul 25, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. JRSIX (616M). VSTSX pays higher dividends than JRSIX: VSTSX (1.23) vs JRSIX (1.15). JRSIX was incepted earlier than VSTSX: JRSIX (20 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 : 16.93 vs. JRSIX (14.00). VSTSX return over 5 years is better than : 92.88 vs. JRSIX (11.21).
| 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 | 20 years | 9 years | - |
| Gain YTD | 6.503 | 7.861 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 616M | 1.91T | 0% |
| Annual Yield % from dividends | 1.15 | 1.23 | 94% |
| Returns for 1 year | 14.00 | 16.93 | 83% |
| Returns for 3 years | 43.62 | 58.15 | 75% |
| Returns for 5 years | 11.21 | 92.88 | 12% |
| Returns for 10 years | 56.66 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement