Ad is loading...
JRSIX vs VSMPX
JRSIX vs VSMPX Comparison
Open Charts JRSIX vs VSMPX
JH Adaptive Risk Mgd U.S. Eq I
Price$12.07
Change-$0.21 (-1.71%)
VolumeN/A
Net Assets633.76M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
JRSIX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JRSIX vs. VSMPX commentary
Feb 23, 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 JRSIX is a Buy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. JRSIX (634M). VSMPX pays higher dividends than JRSIX: VSMPX (1.36) vs JRSIX (0.53). JRSIX was incepted earlier than VSMPX: JRSIX (19 years) vs VSMPX (10 years). JRSIX is a more actively managed with annual turnover of: 313.00 vs. VSMPX (2.00). JRSIX has a lower initial minimum investment than VSMPX: JRSIX (2500) vs VSMPX (100000000). VSMPX (17.62) and JRSIX (16.85) have marching annual gain over last year. VSMPX return over 5 years is better than : 74.89 vs. JRSIX (2.75).
| JRSIX | VSMPX | JRSIX / 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 | 1.943 | 2.135 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 1.84T | 0% |
| Annual Yield % from dividends | 0.53 | 1.36 | 39% |
| Returns for 1 year | 16.85 | 17.62 | 96% |
| Returns for 3 years | 29.37 | 36.83 | 80% |
| Returns for 5 years | 2.75 | 74.89 | 4% |
| Returns for 10 years | 31.03 | N/A | - |