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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$11.87
Change-$0.20 (-1.66%)
VolumeN/A
Net Assets633.76M
Vanguard Total Stock Mkt Idx Instl Sel
Price$275.67
Change-$5.17 (-1.84%)
VolumeN/A
Net Assets1.84T
JRSSX vs VSTSX Comparison Chart
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JRSSX vs. VSTSX commentary
Mar 04, 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 StrongBuy and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. JRSSX (634M). VSTSX pays higher dividends than JRSSX: VSTSX (1.36) vs JRSSX (0.34). JRSSX was incepted earlier than VSTSX: JRSSX (19 years) vs VSTSX (9 years). JRSSX is a more actively managed with annual turnover of: 313.00 vs. VSTSX (2.00). JRSSX has a lower initial minimum investment than VSTSX: JRSSX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 15.07 vs. JRSSX (13.70). VSTSX return over 5 years is better than : 85.40 vs. JRSSX (3.79).
| JRSSX | VSTSX | JRSSX / 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 | -0.252 | 1.131 | -22% |
| 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 | 0.34 | 1.36 | 25% |
| Returns for 1 year | 13.70 | 15.07 | 91% |
| Returns for 3 years | 22.12 | 34.86 | 63% |
| Returns for 5 years | 3.79 | 85.40 | 4% |
| Returns for 10 years | 26.83 | N/A | - |
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