JFFRX
Price
$27.85
Change
-$0.02 (-0.07%)
Updated
May 22 closing price
Net Assets
1.9B
RBMTX
Price
$26.17
Change
+$0.01 (+0.04%)
Updated
May 22 closing price
Net Assets
25.5B
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JFFRX vs RBMTX

Header iconJFFRX vs RBMTX Comparison
Open Charts JFFRX vs RBMTXBanner chart's image
JPMorgan SmartRetirement® 2055 R2
Price$27.85
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets1.9B
American Funds 2055 Trgt Date Retire R2
Price$26.17
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets25.5B
JFFRX vs RBMTX Comparison Chart
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JFFRX vs. RBMTX commentary
May 23, 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 JFFRX is a Hold and RBMTX is a Hold.

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FUNDAMENTALS
Fundamentals
RBMTX has more cash in the bank: 25.5B vs. JFFRX (1.9B). JFFRX pays higher dividends than RBMTX: JFFRX (1.65) vs RBMTX (0.23). JFFRX was incepted earlier than RBMTX: JFFRX (13 years) vs RBMTX (15 years). RBMTX (1.48) is less costly to investors than JFFRX (1.19). JFFRX is a more actively managed with annual turnover of: 25.00 vs. RBMTX (5.00). JFFRX has a lower initial minimum investment than RBMTX: JFFRX (0) vs RBMTX (250). JFFRX annual gain was more profitable for investors over the last year : 8.11 vs. RBMTX (6.66). JFFRX (43.44) and RBMTX (43.17) have equivalent 5 years return.
JFFRXRBMTXJFFRX / RBMTX
Total Expense Ratio1.161.4878%
Annual Report Gross Expense Ratio1.191.4880%
Fund Existence13 years15 years-
Gain YTD3.4143.398100%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.9B25.5B7%
Annual Yield % from dividends1.650.23722%
Returns for 1 year8.116.66122%
Returns for 3 years24.4625.1197%
Returns for 5 years43.4443.17101%
Returns for 10 years47.4662.2976%
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