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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$12.14
Change+$0.13 (+1.08%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$284.86
Change+$3.07 (+1.09%)
VolumeN/A
CapitalizationN/A
JRSIX vs VSTSX Comparison Chart
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JRSIX vs. VSTSX commentary
Dec 25, 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 StrongBuy and VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. JRSIX (637M). 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 (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 24.78 vs. JRSIX (22.73). VSTSX return over 5 years is better than : 81.21 vs. JRSIX (8.93).
| 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 | 22.233 | 24.418 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 637M | 1.84T | 0% |
| Annual Yield % from dividends | 0.53 | 1.36 | 39% |
| Returns for 1 year | 22.73 | 24.78 | 92% |
| Returns for 3 years | 17.88 | 23.39 | 76% |
| Returns for 5 years | 8.93 | 81.21 | 11% |
| Returns for 10 years | 34.33 | N/A | - |
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