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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$11.61
Change-$0.12 (-1.02%)
VolumeN/A
Net Assets598.42M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
JRSDX vs VSMPX Comparison Chart
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JRSDX vs. VSMPX commentary
Jun 16, 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 JRSDX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. JRSDX (598M). VSMPX pays higher dividends than JRSDX: VSMPX (1.29) vs JRSDX (1.17). JRSDX was incepted earlier than VSMPX: JRSDX (10 years) vs VSMPX (10 years). JRSDX (0.70) is less costly to investors than VSMPX (0.02). JRSDX is a more actively managed with annual turnover of: 250.00 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 : 10.08 vs. JRSDX (7.73). VSMPX return over 5 years is better than : 91.46 vs. JRSDX (12.01).
| 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 | 10 years | 10 years | - |
| Gain YTD | 0.433 | 1.374 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 1.82T | 0% |
| Annual Yield % from dividends | 1.17 | 1.29 | 90% |
| Returns for 1 year | 7.73 | 10.08 | 77% |
| Returns for 3 years | 41.76 | 57.66 | 72% |
| Returns for 5 years | 12.01 | 91.46 | 13% |
| Returns for 10 years | 48.37 | 170.67 | 28% |
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