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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$10.95
Change-$0.10 (-0.90%)
VolumeN/A
Net Assets619.4M
Vanguard Total Stock Mkt Idx Instl Sel
Price$262.47
Change-$1.69 (-0.64%)
VolumeN/A
Net Assets1.81T
JRSTX vs VSTSX Comparison Chart
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JRSTX vs. VSTSX commentary
Mar 12, 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 Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. JRSTX (619M). VSTSX pays higher dividends than JRSTX: VSTSX (1.25) vs JRSTX (0.99). 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 (8.75) and VSTSX (8.64) have marching annual gain over last year. VSTSX return over 5 years is better than : 121.97 vs. JRSTX (26.46).
| 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 | -4.494 | -4.876 | 92% |
| 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 | 0.99 | 1.25 | 79% |
| Returns for 1 year | 8.75 | 8.64 | 101% |
| Returns for 3 years | 21.32 | 30.48 | 70% |
| Returns for 5 years | 26.46 | 121.97 | 22% |
| Returns for 10 years | 22.18 | N/A | - |
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