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JRSTX vs VTSAX
JRSTX vs VTSAX Comparison
Open Charts JRSTX vs VTSAX
JH Adaptive Risk Mgd U.S. Eq T
Price$12.38
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets618.63M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
JRSTX vs VTSAX Comparison Chart in %
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JRSTX vs. VTSAX commentary
Aug 17, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. JRSTX (619M). VTSAX pays higher dividends than JRSTX: VTSAX (1.18) vs JRSTX (0.94). JRSTX was incepted earlier than VTSAX: JRSTX (16 years) vs VTSAX (25 years). JRSTX (0.81) is less costly to investors than VTSAX (0.04). JRSTX is a more actively managed with annual turnover of: 250.00 vs. VTSAX (2.00). JRSTX has a lower initial minimum investment than VTSAX: JRSTX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 16.22 vs. JRSTX (11.02). VTSAX return over 5 years is better than : 85.86 vs. JRSTX (6.93).
| JRSTX | VTSAX | JRSTX / VTSAX | |
| 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 | 7.001 | 9.275 | 75% |
| 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 | 0.94 | 1.18 | 80% |
| Returns for 1 year | 11.02 | 16.22 | 68% |
| Returns for 3 years | 33.23 | 46.82 | 71% |
| Returns for 5 years | 6.93 | 85.86 | 8% |
| Returns for 10 years | 51.25 | 203.17 | 25% |
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