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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$12.54
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets618.63M
Vanguard Total Stock Mkt Idx Adm
Price$155.96
Change+$0.41 (+0.26%)
VolumeN/A
Net Assets1.95T
JRSTX vs VTSAX Comparison Chart in %
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JRSTX vs. VTSAX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. JRSTX (619M). VTSAX pays higher dividends than JRSTX: VTSAX (1.16) vs JRSTX (0.93). 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 : 20.08 vs. JRSTX (14.10). VTSAX return over 5 years is better than : 86.58 vs. JRSTX (9.49).
| 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 | 8.211 | 10.346 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 1.95T | 0% |
| Annual Yield % from dividends | 0.93 | 1.16 | 80% |
| Returns for 1 year | 14.10 | 20.08 | 70% |
| Returns for 3 years | 40.44 | 56.82 | 71% |
| Returns for 5 years | 9.49 | 86.58 | 11% |
| Returns for 10 years | 61.61 | 226.15 | 27% |
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