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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$12.04
Change+$0.11 (+0.92%)
VolumeN/A
Net Assets621.74M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
JRSAX vs VSMPX Comparison Chart
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JRSAX vs. VSMPX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. JRSAX (622M). VSMPX pays higher dividends than JRSAX: VSMPX (1.36) vs JRSAX (0.40). JRSAX was incepted earlier than VSMPX: JRSAX (19 years) vs VSMPX (10 years). JRSAX is a more actively managed with annual turnover of: 313.00 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 : 25.27 vs. JRSAX (21.81). VSMPX return over 5 years is better than : 76.14 vs. JRSAX (4.16).
| JRSAX | VSMPX | JRSAX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 1.603 | 2.245 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 1.78T | 0% |
| Annual Yield % from dividends | 0.40 | 1.36 | 30% |
| Returns for 1 year | 21.81 | 25.27 | 86% |
| Returns for 3 years | 23.81 | 29.00 | 82% |
| Returns for 5 years | 4.16 | 76.14 | 5% |
| Returns for 10 years | 32.83 | N/A | - |
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