Interact to see
Advertisement
Advertisement
JRSIX vs VTSAX
JRSIX vs VTSAX Comparison
Open Charts JRSIX vs VTSAX
JH Adaptive Risk Mgd U.S. Eq I
Price$13.17
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets620.99M
Vanguard Total Stock Mkt Idx Adm
Price$159.25
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
JRSIX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JRSIX vs. VTSAX commentary
Sep 27, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. JRSIX (621M). VTSAX (1.16) and JRSIX (1.11) have matching dividends . JRSIX was incepted earlier than VTSAX: JRSIX (20 years) vs VTSAX (25 years). JRSIX (0.65) is less costly to investors than VTSAX (0.04). JRSIX is a more actively managed with annual turnover of: 250.00 vs. VTSAX (2.00). JRSIX has a lower initial minimum investment than VTSAX: JRSIX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 14.92 vs. JRSIX (10.63). VTSAX return over 5 years is better than : 95.38 vs. JRSIX (14.01).
| JRSIX | VTSAX | JRSIX / VTSAX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,625% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 10.557 | 12.262 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 621M | 1.95T | 0% |
| Annual Yield % from dividends | 1.11 | 1.16 | 96% |
| Returns for 1 year | 10.63 | 14.92 | 71% |
| Returns for 3 years | 61.51 | 79.20 | 78% |
| Returns for 5 years | 14.01 | 95.38 | 15% |
| Returns for 10 years | 74.16 | 248.62 | 30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement