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JRSSX vs VTSMX
JRSSX vs VTSMX Comparison
Open Charts JRSSX vs VTSMX
JH Adaptive Risk Mgd U.S. Eq S
Price$12.69
Change+$0.09 (+0.71%)
VolumeN/A
Net Assets618.63M
Vanguard Total Stock Mkt Idx I
Price$152.31
Change+$1.01 (+0.67%)
VolumeN/A
Net Assets1.91T
JRSSX vs VTSMX Comparison Chart in %
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JRSSX vs. VTSMX commentary
Aug 09, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JRSSX (619M). VTSMX pays higher dividends than JRSSX: VTSMX (1.09) vs JRSSX (0.00). JRSSX was incepted earlier than VTSMX: JRSSX (20 years) vs VTSMX (33 years). JRSSX (1.07) is less costly to investors than VTSMX (0.14). JRSSX is a more actively managed with annual turnover of: 250.00 vs. VTSMX (2.00). JRSSX has a lower initial minimum investment than VTSMX: JRSSX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 18.89 vs. JRSSX (14.95). VTSMX return over 5 years is better than : 83.74 vs. JRSSX (5.84).
| JRSSX | VTSMX | JRSSX / VTSMX | |
| Total Expense Ratio | 1.07 | 0.14 | 764% |
| Annual Report Gross Expense Ratio | 1.07 | 0.14 | 764% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 6.639 | 7.350 | 90% |
| 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 | 0.00 | 1.09 | - |
| Returns for 1 year | 14.95 | 18.89 | 79% |
| Returns for 3 years | 37.35 | 50.92 | 73% |
| Returns for 5 years | 5.84 | 83.74 | 7% |
| Returns for 10 years | 50.45 | 199.27 | 25% |