JRSIX
Price
$10.95
Change
-$0.50 (-4.37%)
Updated
Apr 3 closing price
Net Assets
619.4M
VSMPX
Price
$241.06
Change
-$12.89 (-5.08%)
Updated
Apr 3 closing price
Net Assets
1.81T
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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$10.95
Change-$0.50 (-4.37%)
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
JRSIX vs VSMPX Comparison Chart
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VS
JRSIX 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 JRSIX is a Buy and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. JRSIX (619M). 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 (8.36) and VSMPX (8.06) have marching annual gain over last year. VSMPX return over 5 years is better than : 126.31 vs. JRSIX (39.06).
JRSIXVSMPXJRSIX / VSMPX
Total Expense Ratio0.650.023,250%
Annual Report Gross Expense Ratio0.650.023,250%
Fund Existence19 years10 years-
Gain YTD-3.294-3.98783%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets619M1.81T0%
Annual Yield % from dividends1.241.3791%
Returns for 1 year8.368.06104%
Returns for 3 years13.7821.0565%
Returns for 5 years39.06126.3131%
Returns for 10 years23.13N/A-
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