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JRSAX vs VSMPX
JRSAX vs VSMPX Comparison
Open Charts JRSAX vs VSMPX
JH Adaptive Risk Mgd U.S. Eq A
Price$13.18
Change-$0.23 (-1.72%)
VolumeN/A
Net Assets635.7M
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
JRSAX vs VSMPX Comparison Chart in %
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JRSAX vs. VSMPX commentary
Nov 14, 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 JRSAX is a StrongBuy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. JRSAX (636M). VSMPX pays higher dividends than JRSAX: VSMPX (1.12) vs JRSAX (0.79). JRSAX was incepted earlier than VSMPX: JRSAX (20 years) vs VSMPX (11 years). JRSAX (0.90) is less costly to investors than VSMPX (0.02). JRSAX is a more actively managed with annual turnover of: 113.00 vs. VSMPX (2.00). JRSAX has a lower initial minimum investment than VSMPX: JRSAX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.53 vs. JRSAX (7.30). VSMPX return over 5 years is better than : 80.85 vs. JRSAX (8.18).
| JRSAX | VSMPX | JRSAX / VSMPX | |
| Total Expense Ratio | 0.90 | 0.02 | 4,500% |
| Annual Report Gross Expense Ratio | 0.90 | 0.02 | 4,500% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 11.224 | 13.959 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 2.05T | 0% |
| Annual Yield % from dividends | 0.79 | 1.12 | 70% |
| Returns for 1 year | 7.30 | 11.53 | 63% |
| Returns for 3 years | 45.71 | 66.94 | 68% |
| Returns for 5 years | 8.18 | 80.85 | 10% |
| Returns for 10 years | 66.24 | 215.35 | 31% |
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