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JRSTX vs VSTSX
JRSTX vs VSTSX Comparison
Open Charts JRSTX vs VSTSX
JH Adaptive Risk Mgd U.S. Eq T
Price$10.52
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets586.91M
Vanguard Total Stock Mkt Idx Instl Sel
Price$248.07
Change+$0.58 (+0.23%)
VolumeN/A
Net Assets1.7T
JRSTX vs VSTSX Comparison Chart
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JRSTX vs. VSTSX commentary
Apr 19, 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 Hold and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. JRSTX (587M). VSTSX pays higher dividends than JRSTX: VSTSX (1.37) vs JRSTX (1.05). JRSTX was incepted earlier than VSTSX: JRSTX (16 years) vs VSTSX (9 years). JRSTX (0.81) is less costly to investors than VSTSX (0.01). JRSTX is a more actively managed with annual turnover of: 250.00 vs. VSTSX (2.00). JRSTX has a lower initial minimum investment than VSTSX: JRSTX (2500) vs VSTSX (5000000000). JRSTX annual gain was more profitable for investors over the last year : 5.28 vs. VSTSX (4.62). VSTSX return over 5 years is better than : 81.50 vs. JRSTX (8.66).
| JRSTX | VSTSX | JRSTX / VSTSX | |
| Total Expense Ratio | 0.81 | 0.01 | 8,100% |
| Annual Report Gross Expense Ratio | 0.81 | 0.01 | 8,100% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | -9.075 | -10.641 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 587M | 1.7T | 0% |
| Annual Yield % from dividends | 1.05 | 1.37 | 77% |
| Returns for 1 year | 5.28 | 4.62 | 114% |
| Returns for 3 years | 10.68 | 17.89 | 60% |
| Returns for 5 years | 8.66 | 81.50 | 11% |
| Returns for 10 years | 14.54 | N/A | - |