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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$12.56
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets618.63M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
JRSDX vs VSMPX Comparison Chart in %
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JRSDX vs. VSMPX commentary
Sep 08, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. JRSDX (619M). VSMPX pays higher dividends than JRSDX: VSMPX (1.17) vs JRSDX (1.09). JRSDX was incepted earlier than VSMPX: JRSDX (11 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 : 18.05 vs. JRSDX (12.37). VSMPX return over 5 years is better than : 85.03 vs. JRSDX (9.49).
| 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 | 10 years | - |
| Gain YTD | 8.218 | 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 | 1.09 | 1.17 | 93% |
| Returns for 1 year | 12.37 | 18.05 | 69% |
| Returns for 3 years | 46.04 | 63.71 | 72% |
| Returns for 5 years | 9.49 | 85.03 | 11% |
| Returns for 10 years | 63.13 | 214.57 | 29% |
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