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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$11.45
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets619.4M
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.95
Change+$2.02 (+0.80%)
VolumeN/A
Net Assets1.81T
JRSAX vs VSMPX Comparison Chart
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JRSAX vs. VSMPX commentary
Apr 04, 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 Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. JRSAX (619M). VSMPX pays higher dividends than JRSAX: VSMPX (1.37) vs JRSAX (0.92). JRSAX was incepted earlier than VSMPX: JRSAX (19 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). JRSAX annual gain was more profitable for investors over the last year : 8.14 vs. VSMPX (7.37). VSMPX return over 5 years is better than : 124.51 vs. JRSAX (37.51).
| 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 | 19 years | 10 years | - |
| Gain YTD | -3.376 | -4.751 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 1.81T | 0% |
| Annual Yield % from dividends | 0.92 | 1.37 | 68% |
| Returns for 1 year | 8.14 | 7.37 | 110% |
| Returns for 3 years | 13.55 | 21.06 | 64% |
| Returns for 5 years | 37.51 | 124.51 | 30% |
| Returns for 10 years | 21.44 | N/A | - |
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