JSIIX
Price
$15.78
Change
+$0.02 (+0.13%)
Updated
May 22 closing price
Net Assets
2.1B
JSRAX
Price
$15.68
Change
+$0.01 (+0.06%)
Updated
May 22 closing price
Net Assets
2.1B
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JSIIX vs JSRAX

Header iconJSIIX vs JSRAX Comparison
Open Charts JSIIX vs JSRAXBanner chart's image
JPMorgan SmartRetirement® Income R5
Price$15.78
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets2.1B
JPMorgan SmartRetirement® Income A
Price$15.68
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.1B
JSIIX vs JSRAX Comparison Chart
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JSIIX vs. JSRAX 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 JSIIX is a Sell and JSRAX is a Sell.

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FUNDAMENTALS
Fundamentals
JSIIX (2.1B) and JSRAX (2.1B) have equal amount of cash in the bank . JSIIX pays higher dividends than JSRAX: JSIIX (3.87) vs JSRAX (3.63). JSIIX was incepted earlier than JSRAX: JSIIX (19 years) vs JSRAX (19 years). JSRAX (0.90) is less costly to investors than JSIIX (0.48). JSIIX (19.00) and JSRAX (19.00) have comparable annual turnover. JSIIX has a lower initial minimum investment than JSRAX: JSIIX (0) vs JSRAX (500). JSIIX (6.62) and JSRAX (6.38) have marching annual gain over last year. JSIIX return over 5 years is better than : 14.53 vs. JSRAX (13.17).
JSIIXJSRAXJSIIX / JSRAX
Total Expense Ratio0.440.6964%
Annual Report Gross Expense Ratio0.480.9053%
Fund Existence19 years19 years-
Gain YTD2.4712.418102%
Front LoadN/A5%-
Min. Initial Investment0500-
Min. Initial Investment IRAN/AN/A-
Net Assets2.1B2.1B100%
Annual Yield % from dividends3.873.63107%
Returns for 1 year6.626.38104%
Returns for 3 years18.0117.17105%
Returns for 5 years14.5313.17110%
Returns for 10 years13.3510.89123%
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