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JRSIX vs VSMPX
JRSIX vs VSMPX Comparison
Open Charts JRSIX vs VSMPX
JH Adaptive Risk Mgd U.S. Eq I
Price$12.42
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.41
Change-$0.19 (-0.07%)
VolumeN/A
CapitalizationN/A
JRSIX vs VSMPX Comparison Chart
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JRSIX vs. VSMPX commentary
Nov 14, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. JRSIX (638M). 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 : 36.48 vs. JRSIX (29.22). VSMPX return over 5 years is better than : 89.05 vs. JRSIX (10.18).
| 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 | 24.849 | 24.987 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 1.73T | 0% |
| Annual Yield % from dividends | 0.53 | 1.36 | 39% |
| Returns for 1 year | 29.22 | 36.48 | 80% |
| Returns for 3 years | -5.47 | 22.93 | -24% |
| Returns for 5 years | 10.18 | 89.05 | 11% |
| Returns for 10 years | 7.98 | N/A | - |
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