AAOTX
Price
$19.37
Change
-$0.01 (-0.05%)
Updated
Jul 18 closing price
Net Assets
5.11B
JSMKX
Price
$22.07
Change
-$0.03 (-0.14%)
Updated
Jul 18 closing price
Net Assets
93.63M
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AAOTX vs JSMKX

Header iconAAOTX vs JSMKX Comparison
Open Charts AAOTX vs JSMKXBanner chart's image
American Funds 2065 Trgt Date Retire A
Price$19.37
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets5.11B
JPMorgan SmartRetirement® 2065 Class R2
Price$22.07
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets93.63M
AAOTX vs JSMKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AAOTX has more cash in the bank: 5.12B vs. JSMKX (93.6M). JSMKX pays higher dividends than AAOTX: JSMKX (1.35) vs AAOTX (0.75). AAOTX was incepted earlier than JSMKX: AAOTX (5 years) vs JSMKX (3 years). JSMKX (5.02) is less costly to investors than AAOTX (0.74). JSMKX is a more actively managed with annual turnover of: 18.00 vs. AAOTX (4.00). JSMKX has a lower initial minimum investment than AAOTX: JSMKX (0) vs AAOTX (250). AAOTX annual gain was more profitable for investors over the last year : 13.86 vs. JSMKX (11.14).
AAOTXJSMKXAAOTX / JSMKX
Total Expense Ratio0.741.1763%
Annual Report Gross Expense Ratio0.745.0215%
Fund Existence5 years3 years-
Gain YTD11.4509.366122%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets5.12B93.6M5,465%
Annual Yield % from dividends0.751.3555%
Returns for 1 year13.8611.14124%
Returns for 3 years46.91N/A-
Returns for 5 years58.82N/A-
Returns for 10 yearsN/AN/A-
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