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JRSAX vs VSMPX
JRSAX vs VSMPX Comparison
Open Charts JRSAX vs VSMPX
JH Adaptive Risk Mgd U.S. Eq A
Price$12.71
Change+$0.10 (+0.79%)
VolumeN/A
Net Assets618.63M
Vanguard Total Stock Mkt Idx Instl Pls
Price$288.75
Change+$3.60 (+1.26%)
VolumeN/A
Net Assets1.91T
JRSAX vs VSMPX Comparison Chart in %
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JRSAX vs. VSMPX commentary
Aug 13, 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 JRSAX is a StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. JRSAX (619M). VSMPX pays higher dividends than JRSAX: VSMPX (1.20) vs JRSAX (0.83). JRSAX was incepted earlier than VSMPX: JRSAX (20 years) vs VSMPX (10 years). JRSAX (0.90) is less costly to investors than VSMPX (0.02). JRSAX is a more actively managed with annual turnover of: 250.00 vs. VSMPX (2.00). JRSAX has a lower initial minimum investment than VSMPX: JRSAX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.98 vs. JRSAX (13.97). VSMPX return over 5 years is better than : 83.36 vs. JRSAX (6.61).
| JRSAX | VSMPX | JRSAX / VSMPX | |
| Total Expense Ratio | 0.90 | 0.02 | 4,500% |
| Annual Report Gross Expense Ratio | 0.90 | 0.02 | 4,500% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 6.413 | 7.825 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 1.91T | 0% |
| Annual Yield % from dividends | 0.83 | 1.20 | 70% |
| Returns for 1 year | 13.97 | 18.98 | 74% |
| Returns for 3 years | 33.26 | 45.71 | 73% |
| Returns for 5 years | 6.61 | 83.36 | 8% |
| Returns for 10 years | 51.10 | 190.55 | 27% |
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