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JRSIX vs VTSMX
JRSIX vs VTSMX Comparison
Open Charts JRSIX vs VTSMX
JH Adaptive Risk Mgd U.S. Eq I
Price$12.72
Change+$0.10 (+0.79%)
VolumeN/A
Net Assets618.63M
Vanguard Total Stock Mkt Idx I
Price$153.86
Change+$1.92 (+1.26%)
VolumeN/A
Net Assets1.91T
JRSIX vs VTSMX Comparison Chart in %
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JRSIX vs. VTSMX commentary
Aug 13, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JRSIX (619M). JRSIX (1.12) and VTSMX (1.09) have matching dividends . JRSIX was incepted earlier than VTSMX: JRSIX (20 years) vs VTSMX (33 years). JRSIX (0.65) is less costly to investors than VTSMX (0.14). JRSIX is a more actively managed with annual turnover of: 250.00 vs. VTSMX (2.00). JRSIX has a lower initial minimum investment than VTSMX: JRSIX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 18.96 vs. JRSIX (14.20). VTSMX return over 5 years is better than : 83.27 vs. JRSIX (7.86).
| JRSIX | VTSMX | JRSIX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 6.588 | 7.805 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 1.91T | 0% |
| Annual Yield % from dividends | 1.12 | 1.09 | 103% |
| Returns for 1 year | 14.20 | 18.96 | 75% |
| Returns for 3 years | 34.29 | 45.64 | 75% |
| Returns for 5 years | 7.86 | 83.27 | 9% |
| Returns for 10 years | 53.94 | 199.40 | 27% |
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