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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$11.19
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets576.3M
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.89
Change-$0.15 (-0.06%)
VolumeN/A
Net Assets1.72T
JRSTX vs VSMPX Comparison Chart
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JRSTX vs. VSMPX commentary
May 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. JRSTX (576M). 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). VSMPX annual gain was more profitable for investors over the last year : 7.97 vs. JRSTX (7.41). VSMPX return over 5 years is better than : 89.26 vs. JRSTX (12.70).
| 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 | -3.284 | -4.010 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 576M | 1.72T | 0% |
| Annual Yield % from dividends | 1.05 | 1.37 | 76% |
| Returns for 1 year | 7.41 | 7.97 | 93% |
| Returns for 3 years | 30.18 | 40.13 | 75% |
| Returns for 5 years | 12.70 | 89.26 | 14% |
| Returns for 10 years | 41.72 | 157.38 | 27% |
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