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JRSDX vs VSMPX
JRSDX vs VSMPX Comparison
Open Charts JRSDX vs VSMPX
JH Adaptive Risk Mgd U.S. Eq D
Price$12.09
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets622.26M
Vanguard Total Stock Mkt Idx Instl Pls
Price$312.33
Change+$0.98 (+0.31%)
VolumeN/A
Net Assets2.06T
JRSDX vs VSMPX Comparison Chart in %
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JRSDX vs. VSMPX commentary
Jan 16, 2026
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 JRSDX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. JRSDX (622M). VSMPX pays higher dividends than JRSDX: VSMPX (1.13) vs JRSDX (0.57). JRSDX was incepted earlier than VSMPX: JRSDX (11 years) vs VSMPX (11 years). JRSDX (0.70) is less costly to investors than VSMPX (0.02). JRSDX is a more actively managed with annual turnover of: 113.00 vs. VSMPX (2.00). JRSDX has a lower initial minimum investment than VSMPX: JRSDX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 16.54 vs. JRSDX (4.19). VSMPX return over 5 years is better than : 74.26 vs. JRSDX (8.28).
| JRSDX | VSMPX | JRSDX / VSMPX | |
| Total Expense Ratio | 0.70 | 0.02 | 3,500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.02 | 3,500% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 1.853 | 2.005 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 2.06T | 0% |
| Annual Yield % from dividends | 0.57 | 1.13 | 51% |
| Returns for 1 year | 4.19 | 16.54 | 25% |
| Returns for 3 years | 35.17 | 71.52 | 49% |
| Returns for 5 years | 8.28 | 74.26 | 11% |
| Returns for 10 years | 64.15 | 260.60 | 25% |
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