JSIIX
Price
$16.02
Change
-$0.10 (-0.62%)
Updated
Jun 13 closing price
Net Assets
2.11B
JSIZX
Price
$15.85
Change
-$0.10 (-0.63%)
Updated
Jun 13 closing price
Net Assets
2.11B
Interact to see
Advertisement

JSIIX vs JSIZX

Header iconJSIIX vs JSIZX Comparison
Open Charts JSIIX vs JSIZXBanner chart's image
JPMorgan SmartRetirement® Income R5
Price$16.02
Change-$0.10 (-0.62%)
VolumeN/A
Net Assets2.11B
JPMorgan SmartRetirement® Income R2
Price$15.85
Change-$0.10 (-0.63%)
VolumeN/A
Net Assets2.11B
JSIIX vs JSIZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JSIIX vs. JSIZX commentary
Jun 15, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JSIIX (2.11B) and JSIZX (2.11B) have equal amount of cash in the bank . JSIIX pays higher dividends than JSIZX: JSIIX (3.79) vs JSIZX (3.15). 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 : 7.26 vs. JSIZX (6.54). JSIIX return over 5 years is better than : 13.41 vs. JSIZX (9.84).
JSIIXJSIZXJSIIX / JSIZX
Total Expense Ratio0.441.0940%
Annual Report Gross Expense Ratio0.481.1342%
Fund Existence19 years17 years-
Gain YTD4.1613.866108%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.11B2.11B100%
Annual Yield % from dividends3.793.15120%
Returns for 1 year7.266.54111%
Returns for 3 years24.7222.42110%
Returns for 5 years13.419.84136%
Returns for 10 years16.389.55172%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
EDZ6.000.28
+4.90%
Direxion Daily MSCI Em Mkts Bear 3X ETF
VIXM17.480.51
+3.01%
ProShares VIX Mid-Term Futures
LONZ50.52-0.05
-0.09%
PIMCO Sr Ln Actv ETF
NAPR50.09-0.26
-0.52%
Innovator Nasdaq-100 Pwr Bffr ETF Apr
FDVV51.14-0.56
-1.08%
Fidelity High Dividend ETF