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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$11.19
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets586.91M
Vanguard Total Stock Mkt Idx Instl Pls
Price$247.30
Change+$1.65 (+0.67%)
VolumeN/A
Net Assets1.7T
JRSIX vs VSMPX Comparison Chart
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JRSIX vs. VSMPX commentary
Apr 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. JRSIX (587M). VSMPX pays higher dividends than JRSIX: VSMPX (1.37) vs JRSIX (1.24). JRSIX was incepted earlier than VSMPX: JRSIX (19 years) vs VSMPX (10 years). JRSIX (0.65) is less costly to investors than VSMPX (0.02). JRSIX is a more actively managed with annual turnover of: 250.00 vs. VSMPX (2.00). JRSIX has a lower initial minimum investment than VSMPX: JRSIX (2500) vs VSMPX (100000000). JRSIX (8.75) and VSMPX (8.70) have marching annual gain over last year. VSMPX return over 5 years is better than : 92.00 vs. JRSIX (17.01).
| JRSIX | VSMPX | JRSIX / VSMPX | |
| Total Expense Ratio | 0.65 | 0.02 | 3,250% |
| Annual Report Gross Expense Ratio | 0.65 | 0.02 | 3,250% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | -5.490 | -6.501 | 84% |
| 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 | 1.24 | 1.37 | 91% |
| Returns for 1 year | 8.75 | 8.70 | 101% |
| Returns for 3 years | 20.56 | 29.77 | 69% |
| Returns for 5 years | 17.01 | 92.00 | 18% |
| Returns for 10 years | 39.02 | 148.82 | 26% |
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