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JRSTX vs VFIAX
JRSTX vs VFIAX Comparison
Open Charts JRSTX vs VFIAX
JH Adaptive Risk Mgd U.S. Eq T
Price$11.61
Change-$0.13 (-1.11%)
VolumeN/A
Net Assets598.42M
Vanguard 500 Index Admiral
Price$552.96
Change-$6.22 (-1.11%)
VolumeN/A
Net Assets1.43T
JRSTX vs VFIAX Comparison Chart
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JRSTX vs. VFIAX commentary
Jun 15, 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 JRSTX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. JRSTX (598M). VFIAX pays higher dividends than JRSTX: VFIAX (1.28) vs JRSTX (1.00). JRSTX was incepted earlier than VFIAX: JRSTX (16 years) vs VFIAX (25 years). JRSTX (0.81) is less costly to investors than VFIAX (0.04). JRSTX is a more actively managed with annual turnover of: 250.00 vs. VFIAX (2.00). JRSTX has a lower initial minimum investment than VFIAX: JRSTX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 10.05 vs. JRSTX (7.56). VFIAX return over 5 years is better than : 96.35 vs. JRSTX (11.37).
| JRSTX | VFIAX | JRSTX / VFIAX | |
| Total Expense Ratio | 0.81 | 0.04 | 2,025% |
| Annual Report Gross Expense Ratio | 0.81 | 0.04 | 2,025% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 0.346 | 1.894 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 1.43T | 0% |
| Annual Yield % from dividends | 1.00 | 1.28 | 78% |
| Returns for 1 year | 7.56 | 10.05 | 75% |
| Returns for 3 years | 41.26 | 60.00 | 69% |
| Returns for 5 years | 11.37 | 96.35 | 12% |
| Returns for 10 years | 47.03 | 185.18 | 25% |
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