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JRSSX vs VSMPX
JRSSX vs VSMPX Comparison
Open Charts JRSSX vs VSMPX
JH Adaptive Risk Mgd U.S. Eq S
Price$12.31
Change+$0.05 (+0.41%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.87
Change+$1.44 (+0.53%)
VolumeN/A
CapitalizationN/A
JRSSX vs VSMPX Comparison Chart
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JRSSX vs. VSMPX commentary
Nov 23, 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 JRSSX is a StrongBuy and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. JRSSX (607M). VSMPX pays higher dividends than JRSSX: VSMPX (1.36) vs JRSSX (0.34). JRSSX was incepted earlier than VSMPX: JRSSX (19 years) vs VSMPX (10 years). JRSSX is a more actively managed with annual turnover of: 313.00 vs. VSMPX (2.00). JRSSX has a lower initial minimum investment than VSMPX: JRSSX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 31.89 vs. JRSSX (24.68). VSMPX return over 5 years is better than : 88.25 vs. JRSSX (7.78).
| JRSSX | VSMPX | JRSSX / 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 | 24.218 | 25.111 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 1.73T | 0% |
| Annual Yield % from dividends | 0.34 | 1.36 | 25% |
| Returns for 1 year | 24.68 | 31.89 | 77% |
| Returns for 3 years | -6.25 | 23.76 | -26% |
| Returns for 5 years | 7.78 | 88.25 | 9% |
| Returns for 10 years | 2.68 | N/A | - |
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