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JRSSX vs VSTSX
JRSSX vs VSTSX Comparison
Open Charts JRSSX vs VSTSX
JH Adaptive Risk Mgd U.S. Eq S
Price$10.99
Change-$0.51 (-4.43%)
VolumeN/A
Net Assets619.4M
Vanguard Total Stock Mkt Idx Instl Sel
Price$253.01
Change-$13.54 (-5.08%)
VolumeN/A
Net Assets1.81T
JRSSX vs VSTSX Comparison Chart
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JRSSX vs. VSTSX commentary
Apr 05, 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 JRSSX is a Buy and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. JRSSX (619M). VSTSX pays higher dividends than JRSSX: VSTSX (1.37) vs JRSSX (0.00). JRSSX was incepted earlier than VSTSX: JRSSX (19 years) vs VSTSX (9 years). JRSSX (1.07) is less costly to investors than VSTSX (0.01). JRSSX is a more actively managed with annual turnover of: 250.00 vs. VSTSX (2.00). JRSSX has a lower initial minimum investment than VSTSX: JRSSX (2500) vs VSTSX (5000000000). JRSSX (8.08) and VSTSX (8.07) have marching annual gain over last year. VSTSX return over 5 years is better than : 126.39 vs. JRSSX (36.51).
| JRSSX | VSTSX | JRSSX / VSTSX | |
| Total Expense Ratio | 1.07 | 0.01 | 10,700% |
| Annual Report Gross Expense Ratio | 1.07 | 0.01 | 10,700% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | -3.361 | -3.985 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 1.81T | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | 8.08 | 8.07 | 100% |
| Returns for 3 years | 12.52 | 21.09 | 59% |
| Returns for 5 years | 36.51 | 126.39 | 29% |
| Returns for 10 years | 19.41 | N/A | - |
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