Ad is loading...
JRSSX vs VSMPX
JRSSX vs VSMPX Comparison
Open Charts JRSSX vs VSMPX
JH Adaptive Risk Mgd U.S. Eq S
Price$12.30
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets621.74M
Vanguard Total Stock Mkt Idx Instl Pls
Price$274.16
Change+$1.65 (+0.61%)
VolumeN/A
Net Assets1.78T
JRSSX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JRSSX vs. VSMPX commentary
Jan 31, 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 JRSSX is a StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. JRSSX (622M). 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 : 24.51 vs. JRSSX (22.75). VSMPX return over 5 years is better than : 83.13 vs. JRSSX (5.93).
| 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 | 3.361 | 2.997 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 1.78T | 0% |
| Annual Yield % from dividends | 0.34 | 1.36 | 25% |
| Returns for 1 year | 22.75 | 24.51 | 93% |
| Returns for 3 years | 27.06 | 31.89 | 85% |
| Returns for 5 years | 5.93 | 83.13 | 7% |
| Returns for 10 years | 32.97 | N/A | - |