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JRSIX
Price
$12.34
Change
-$0.00 (-0.00%)
Updated
Nov 21 closing price
VSMPX
Price
$269.43
Change
-$0.00 (-0.00%)
Updated
Nov 21 closing price
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JRSIX vs VSMPX

Header iconJRSIX vs VSMPX Comparison
Open Charts JRSIX vs VSMPXBanner chart's image
JH Adaptive Risk Mgd U.S. Eq I
Price$12.34
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.43
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JRSIX vs VSMPX Comparison Chart
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VS
JRSIX vs. VSMPX commentary
Nov 22, 2024

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 StrongBuy and VSMPX is a StrongSell.

FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. JRSIX (607M). 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 (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 31.19 vs. JRSIX (24.62). VSMPX return over 5 years is better than : 87.25 vs. JRSIX (9.28).
JRSIXVSMPXJRSIX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years10 years-
Gain YTD24.14524.44699%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets607M1.73T0%
Annual Yield % from dividends0.531.3639%
Returns for 1 year24.6231.1979%
Returns for 3 years-5.6523.16-24%
Returns for 5 years9.2887.2511%
Returns for 10 years5.39N/A-
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