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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$11.13
Change+$0.18 (+1.64%)
VolumeN/A
Net Assets586.91M
Vanguard Total Stock Mkt Idx Instl Pls
Price$245.65
Change+$5.00 (+2.08%)
VolumeN/A
Net Assets1.7T
JRSAX vs VSMPX Comparison Chart
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JRSAX vs. VSMPX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. JRSAX (587M). 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 : 5.79 vs. VSMPX (5.28). VSMPX return over 5 years is better than : 86.84 vs. JRSAX (13.24).
| 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 | -7.595 | -9.015 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 587M | 1.7T | 0% |
| Annual Yield % from dividends | 0.92 | 1.37 | 68% |
| Returns for 1 year | 5.79 | 5.28 | 110% |
| Returns for 3 years | 14.20 | 22.62 | 63% |
| Returns for 5 years | 13.24 | 86.84 | 15% |
| Returns for 10 years | 33.48 | N/A | - |