JIJSX
Price
$18.66
Change
-$0.01 (-0.05%)
Updated
May 23 closing price
Net Assets
1.56B
JSIZX
Price
$15.60
Change
-$0.02 (-0.13%)
Updated
May 23 closing price
Net Assets
2.1B
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JIJSX vs JSIZX

Header iconJIJSX vs JSIZX Comparison
Open Charts JIJSX vs JSIZXBanner chart's image
JPMorgan SmartRetirement® Blend Income I
Price$18.66
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.56B
JPMorgan SmartRetirement® Income R2
Price$15.60
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.1B
JIJSX vs JSIZX Comparison Chart
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JIJSX vs. JSIZX commentary
May 24, 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 JIJSX is a Hold and JSIZX is a Sell.

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FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. JIJSX (1.56B). JSIZX (3.22) and JIJSX (3.11) have matching dividends . JIJSX was incepted earlier than JSIZX: JIJSX (13 years) vs JSIZX (17 years). JSIZX (1.13) is less costly to investors than JIJSX (0.64). JIJSX is a more actively managed with annual turnover of: 33.00 vs. JSIZX (19.00). JSIZX has a lower initial minimum investment than JIJSX: JSIZX (0) vs JIJSX (1000000). JIJSX annual gain was more profitable for investors over the last year : 7.83 vs. JSIZX (6.59). JIJSX return over 5 years is better than : 21.80 vs. JSIZX (11.01).
JIJSXJSIZXJIJSX / JSIZX
Total Expense Ratio0.421.0939%
Annual Report Gross Expense Ratio0.641.1357%
Fund Existence13 years17 years-
Gain YTD2.6392.359112%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.56B2.1B74%
Annual Yield % from dividends3.113.2297%
Returns for 1 year7.836.59119%
Returns for 3 years19.6516.15122%
Returns for 5 years21.8011.01198%
Returns for 10 years39.787.23550%
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