Interact to see
Advertisement
Advertisement
JRSIX vs VSMPX
JRSIX vs VSMPX Comparison
Open Charts JRSIX vs VSMPX
JH Adaptive Risk Mgd U.S. Eq I
Price$12.36
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets635.98M
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
JRSIX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JRSIX vs. VSMPX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. JRSIX (636M). VSMPX pays higher dividends than JRSIX: VSMPX (1.12) vs JRSIX (1.05). JRSIX was incepted earlier than VSMPX: JRSIX (20 years) vs VSMPX (11 years). JRSIX (0.65) is less costly to investors than VSMPX (0.02). JRSIX is a more actively managed with annual turnover of: 113.00 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 : 14.43 vs. JRSIX (1.81). VSMPX return over 5 years is better than : 76.89 vs. JRSIX (10.45).
| 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 | 20 years | 11 years | - |
| Gain YTD | 4.392 | 17.382 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 2.06T | 0% |
| Annual Yield % from dividends | 1.05 | 1.12 | 94% |
| Returns for 1 year | 1.81 | 14.43 | 13% |
| Returns for 3 years | 40.37 | 78.10 | 52% |
| Returns for 5 years | 10.45 | 76.89 | 14% |
| Returns for 10 years | 54.41 | 225.09 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VVR | 3.25 | 0.01 | +0.31% |
| Invesco Senior Income Trust | |||
| FPE | 18.25 | 0.04 | +0.22% |
| First Trust Preferred Sec & Inc ETF | |||
| MARZ | 35.65 | N/A | N/A |
| TrueShares Structured Outcome March ETF | |||
| CPRA | 26.54 | N/A | N/A |
| Calamos Russell 2000 Str Alt Prt ETF-Apr | |||
| BNDI | 47.62 | -0.14 | -0.29% |
| NEOS Enhanced Income Aggregate Bond ETF | |||