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JRSDX vs VSMPX
JRSDX vs VSMPX Comparison
Open Charts JRSDX vs VSMPX
JH Adaptive Risk Mgd U.S. Eq D
Price$11.09
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets586.91M
Vanguard Total Stock Mkt Idx Instl Pls
Price$250.78
Change+$1.52 (+0.61%)
VolumeN/A
Net Assets1.7T
JRSDX vs VSMPX Comparison Chart
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JRSDX vs. VSMPX commentary
May 03, 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 JRSDX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. JRSDX (587M). VSMPX pays higher dividends than JRSDX: VSMPX (1.37) vs JRSDX (1.23). JRSDX was incepted earlier than VSMPX: JRSDX (10 years) vs VSMPX (10 years). JRSDX (0.70) is less costly to investors than VSMPX (0.02). JRSDX is a more actively managed with annual turnover of: 250.00 vs. VSMPX (2.00). JRSDX has a lower initial minimum investment than VSMPX: JRSDX (2500) vs VSMPX (100000000). JRSDX (10.57) and VSMPX (10.18) have marching annual gain over last year. VSMPX return over 5 years is better than : 93.33 vs. JRSDX (17.24).
| JRSDX | VSMPX | JRSDX / VSMPX | |
| Total Expense Ratio | 0.70 | 0.02 | 3,500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.02 | 3,500% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | -4.585 | -5.760 | 80% |
| Front Load | N/A | 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 | 1.23 | 1.37 | 89% |
| Returns for 1 year | 10.57 | 10.18 | 104% |
| Returns for 3 years | 23.35 | 31.36 | 74% |
| Returns for 5 years | 17.24 | 93.33 | 18% |
| Returns for 10 years | 40.49 | 151.34 | 27% |
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