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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$10.69
Change-$0.48 (-4.30%)
VolumeN/A
Net Assets619.4M
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
JRSDX vs VSMPX Comparison Chart
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JRSDX 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 JRSDX is a Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. JRSDX (619M). VSMPX pays higher dividends than JRSDX: VSMPX (1.37) vs JRSDX (1.22). 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 (8.22) and VSMPX (8.06) have marching annual gain over last year. VSMPX return over 5 years is better than : 126.31 vs. JRSDX (37.73).
| 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 | -3.374 | -3.987 | 85% |
| Front Load | N/A | 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 | 1.22 | 1.37 | 90% |
| Returns for 1 year | 8.22 | 8.06 | 102% |
| Returns for 3 years | 13.43 | 21.05 | 64% |
| Returns for 5 years | 37.73 | 126.31 | 30% |
| Returns for 10 years | 21.91 | N/A | - |
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