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JRSIX vs VSMPX
JRSIX vs VSMPX Comparison
Open Charts JRSIX vs VSMPX
JH Adaptive Risk Mgd U.S. Eq I
Price$11.90
Change-$0.13 (-1.08%)
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
JRSIX vs VSMPX Comparison Chart
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JRSIX 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 JRSIX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. JRSIX (598M). VSMPX pays higher dividends than JRSIX: VSMPX (1.29) vs JRSIX (1.19). JRSIX was incepted earlier than VSMPX: JRSIX (19 years) vs VSMPX (10 years). JRSIX (0.65) is less costly to investors than VSMPX (0.02). JRSIX is a more actively managed with annual turnover of: 250.00 vs. VSMPX (2.00). JRSIX has a lower initial minimum investment than VSMPX: JRSIX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. JRSIX (7.87). VSMPX return over 5 years is better than : 91.46 vs. JRSIX (13.09).
| JRSIX | VSMPX | JRSIX / VSMPX | |
| Total Expense Ratio | 0.65 | 0.02 | 3,250% |
| Annual Report Gross Expense Ratio | 0.65 | 0.02 | 3,250% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 0.507 | 1.374 | 37% |
| 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 | 1.19 | 1.29 | 92% |
| Returns for 1 year | 7.87 | 10.08 | 78% |
| Returns for 3 years | 42.26 | 57.66 | 73% |
| Returns for 5 years | 13.09 | 91.46 | 14% |
| Returns for 10 years | 49.62 | 170.67 | 29% |
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