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JRSTX vs VSMPX
JRSTX vs VSMPX Comparison
Open Charts JRSTX vs VSMPX
JH Adaptive Risk Mgd U.S. Eq T
Price$10.95
Change-$0.10 (-0.90%)
VolumeN/A
Net Assets619.4M
Vanguard Total Stock Mkt Idx Instl Pls
Price$250.07
Change-$1.61 (-0.64%)
VolumeN/A
Net Assets1.81T
JRSTX vs VSMPX Comparison Chart
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JRSTX vs. VSMPX commentary
Mar 12, 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 JRSTX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. JRSTX (619M). VSMPX pays higher dividends than JRSTX: VSMPX (1.25) vs JRSTX (0.99). JRSTX was incepted earlier than VSMPX: JRSTX (16 years) vs VSMPX (10 years). JRSTX (0.81) is less costly to investors than VSMPX (0.02). JRSTX is a more actively managed with annual turnover of: 250.00 vs. VSMPX (2.00). JRSTX has a lower initial minimum investment than VSMPX: JRSTX (2500) vs VSMPX (100000000). JRSTX (8.75) and VSMPX (8.63) have marching annual gain over last year. VSMPX return over 5 years is better than : 121.90 vs. JRSTX (26.46).
| JRSTX | VSMPX | JRSTX / VSMPX | |
| Total Expense Ratio | 0.81 | 0.02 | 4,050% |
| Annual Report Gross Expense Ratio | 0.81 | 0.02 | 4,050% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | -4.494 | -4.876 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 1.81T | 0% |
| Annual Yield % from dividends | 0.99 | 1.25 | 79% |
| Returns for 1 year | 8.75 | 8.63 | 101% |
| Returns for 3 years | 21.32 | 30.45 | 70% |
| Returns for 5 years | 26.46 | 121.90 | 22% |
| Returns for 10 years | 22.18 | N/A | - |
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