JSIIX
Price
$16.38
Change
+$0.07 (+0.43%)
Updated
Jul 9 closing price
Net Assets
2.12B
JSIZX
Price
$16.20
Change
+$0.07 (+0.43%)
Updated
Jul 9 closing price
Net Assets
2.12B
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JSIIX vs JSIZX

Header iconJSIIX vs JSIZX Comparison
Open Charts JSIIX vs JSIZXBanner chart's image
JPMorgan SmartRetirement® Income R5
Price$16.38
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets2.12B
JPMorgan SmartRetirement® Income R2
Price$16.20
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets2.12B
JSIIX vs JSIZX Comparison Chart in %
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JSIIX vs. JSIZX commentary
Jul 10, 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 JSIIX is a Hold and JSIZX is a Hold.

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FUNDAMENTALS
Fundamentals
JSIIX (2.12B) and JSIZX (2.12B) have equal amount of cash in the bank . JSIIX pays higher dividends than JSIZX: JSIIX (3.69) vs JSIZX (3.07). JSIIX was incepted earlier than JSIZX: JSIIX (19 years) vs JSIZX (17 years). JSIZX (1.13) is less costly to investors than JSIIX (0.48). JSIIX (19.00) and JSIZX (19.00) have comparable annual turnover. JSIIX (0) and JSIZX (0) have matching initial minimum investment requirements. JSIIX annual gain was more profitable for investors over the last year : 8.37 vs. JSIZX (7.65). JSIIX return over 5 years is better than : 13.13 vs. JSIZX (9.61).
JSIIXJSIZXJSIIX / JSIZX
Total Expense Ratio0.441.0940%
Annual Report Gross Expense Ratio0.481.1342%
Fund Existence19 years17 years-
Gain YTD6.0475.701106%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.12B2.12B100%
Annual Yield % from dividends3.693.07120%
Returns for 1 year8.377.65109%
Returns for 3 years24.6822.47110%
Returns for 5 years13.139.61137%
Returns for 10 years19.1912.12158%
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