JRSTX
Price
$12.16
Change
+$0.10 (+0.83%)
Updated
Jul 3 closing price
Net Assets
598.42M
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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JRSTX vs VSMPX

Header iconJRSTX vs VSMPX Comparison
Open Charts JRSTX vs VSMPXBanner chart's image
JH Adaptive Risk Mgd U.S. Eq T
Price$12.16
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets598.42M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
JRSTX vs VSMPX Comparison Chart in %
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VS
JRSTX vs. VSMPX commentary
Jul 07, 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 JRSTX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. JRSTX (598M). VSMPX pays higher dividends than JRSTX: VSMPX (1.22) vs JRSTX (0.96). JRSTX was incepted earlier than VSMPX: JRSTX (16 years) vs VSMPX (10 years). JRSTX (0.81) is less costly to investors than VSMPX (0.02). JRSTX is a more actively managed with annual turnover of: 250.00 vs. VSMPX (2.00). JRSTX has a lower initial minimum investment than VSMPX: JRSTX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. JRSTX (10.42). VSMPX return over 5 years is better than : 95.69 vs. JRSTX (12.24).
JRSTXVSMPXJRSTX / VSMPX
Total Expense Ratio0.810.024,050%
Annual Report Gross Expense Ratio0.810.024,050%
Fund Existence16 years10 years-
Gain YTD5.0996.42679%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets598M1.82T0%
Annual Yield % from dividends0.961.2279%
Returns for 1 year10.4213.9075%
Returns for 3 years42.5962.1769%
Returns for 5 years12.2495.6913%
Returns for 10 years53.49189.2128%
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