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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$12.43
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets615.53M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.08
Change+$0.64 (+0.23%)
VolumeN/A
Net Assets1.91T
JRSAX vs VSMPX Comparison Chart in %
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JRSAX vs. VSMPX commentary
Jul 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. JRSAX (616M). VSMPX pays higher dividends than JRSAX: VSMPX (1.22) vs JRSAX (0.85). 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 : 11.57 vs. JRSAX (8.74). VSMPX return over 5 years is better than : 88.96 vs. JRSAX (9.34).
| 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 | 4.895 | 6.044 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 616M | 1.91T | 0% |
| Annual Yield % from dividends | 0.85 | 1.22 | 70% |
| Returns for 1 year | 8.74 | 11.57 | 76% |
| Returns for 3 years | 43.74 | 59.98 | 73% |
| Returns for 5 years | 9.34 | 88.96 | 11% |
| Returns for 10 years | 49.26 | 181.08 | 27% |
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