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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$11.96
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets621.74M
Vanguard Total Stock Mkt Idx Instl Sel
Price$287.76
Change+$1.74 (+0.61%)
VolumeN/A
Net Assets1.78T
JRSTX vs VSTSX Comparison Chart
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JRSTX vs. VSTSX commentary
Jan 31, 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 StrongBuy and VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. JRSTX (622M). VSTSX pays higher dividends than JRSTX: VSTSX (1.36) vs JRSTX (0.46). JRSTX was incepted earlier than VSTSX: JRSTX (16 years) vs VSTSX (9 years). JRSTX is a more actively managed with annual turnover of: 313.00 vs. VSTSX (2.00). JRSTX has a lower initial minimum investment than VSTSX: JRSTX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 24.52 vs. JRSTX (22.98). VSTSX return over 5 years is better than : 83.17 vs. JRSTX (6.46).
| JRSTX | VSTSX | JRSTX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 3.371 | 2.996 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 1.78T | 0% |
| Annual Yield % from dividends | 0.46 | 1.36 | 34% |
| Returns for 1 year | 22.98 | 24.52 | 94% |
| Returns for 3 years | 27.65 | 31.92 | 87% |
| Returns for 5 years | 6.46 | 83.17 | 8% |
| Returns for 10 years | 34.72 | N/A | - |
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