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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$10.52
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets586.91M
Vanguard Total Stock Mkt Idx Instl Pls
Price$236.35
Change+$0.56 (+0.24%)
VolumeN/A
Net Assets1.7T
JRSTX vs VSMPX Comparison Chart
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JRSTX vs. VSMPX commentary
Apr 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. JRSTX (587M). VSMPX pays higher dividends than JRSTX: VSMPX (1.37) vs JRSTX (1.05). 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 annual gain was more profitable for investors over the last year : 5.28 vs. VSMPX (4.61). VSMPX return over 5 years is better than : 81.44 vs. JRSTX (8.66).
| 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 | -9.075 | -10.641 | 85% |
| 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 | 1.05 | 1.37 | 77% |
| Returns for 1 year | 5.28 | 4.61 | 115% |
| Returns for 3 years | 10.68 | 17.85 | 60% |
| Returns for 5 years | 8.66 | 81.44 | 11% |
| Returns for 10 years | 14.54 | N/A | - |
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