Ad is loading...
JRSIX vs VSTSX
JRSIX vs VSTSX Comparison
Open Charts JRSIX vs VSTSX
JH Adaptive Risk Mgd U.S. Eq I
Price$12.07
Change-$0.21 (-1.71%)
VolumeN/A
Net Assets633.76M
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.63
Change-$5.37 (-1.86%)
VolumeN/A
Net Assets1.84T
JRSIX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JRSIX vs. VSTSX commentary
Feb 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. JRSIX (634M). VSTSX pays higher dividends than JRSIX: VSTSX (1.36) vs JRSIX (0.53). JRSIX was incepted earlier than VSTSX: JRSIX (19 years) vs VSTSX (9 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 (2500) vs VSTSX (5000000000). VSTSX (17.63) and JRSIX (16.85) have marching annual gain over last year. VSTSX return over 5 years is better than : 74.94 vs. JRSIX (2.75).
| JRSIX | VSTSX | JRSIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 1.943 | 2.135 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 1.84T | 0% |
| Annual Yield % from dividends | 0.53 | 1.36 | 39% |
| Returns for 1 year | 16.85 | 17.63 | 96% |
| Returns for 3 years | 29.37 | 36.87 | 80% |
| Returns for 5 years | 2.75 | 74.94 | 4% |
| Returns for 10 years | 31.03 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...