Interact to see
Advertisement
Advertisement
JRSTX vs VSMPX
JRSTX vs VSMPX Comparison
Open Charts JRSTX vs VSMPX
JH Adaptive Risk Mgd U.S. Eq T
Price$12.54
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets618.63M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.61
Change+$0.19 (+0.06%)
VolumeN/A
Net Assets1.95T
JRSTX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JRSTX vs. VSMPX commentary
Sep 09, 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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. JRSTX (619M). VSMPX pays higher dividends than JRSTX: VSMPX (1.17) vs JRSTX (0.93). 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 : 20.10 vs. JRSTX (14.10). VSMPX return over 5 years is better than : 86.65 vs. JRSTX (9.49).
| 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 | 8.211 | 10.358 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 1.95T | 0% |
| Annual Yield % from dividends | 0.93 | 1.17 | 80% |
| Returns for 1 year | 14.10 | 20.10 | 70% |
| Returns for 3 years | 40.44 | 56.86 | 71% |
| Returns for 5 years | 9.49 | 86.65 | 11% |
| Returns for 10 years | 61.61 | 215.76 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AIVC | 58.99 | 0.43 | +0.73% |
| Amplify Global Cloud Technology ETF | |||
| IWB | 357.17 | 1.13 | +0.32% |
| iShares Russell 1000 ETF | |||
| FXED | 18.80 | 0.05 | +0.29% |
| Sound Enhanced Fixed Income ETF | |||
| PICK | 41.92 | 0.11 | +0.26% |
| iShares MSCI Global Mtls&Mng Prdcrs ETF | |||
| FNK | 56.32 | -0.19 | -0.33% |
| First Trust Mid Cap Value AlphaDEX® ETF | |||