JSIIX
Price
$16.47
Change
-$0.02 (-0.12%)
Updated
Aug 5 closing price
Net Assets
2.12B
JSRAX
Price
$16.36
Change
-$0.03 (-0.18%)
Updated
Aug 5 closing price
Net Assets
2.12B
Interact to see
Advertisement

JSIIX vs JSRAX

Header iconJSIIX vs JSRAX Comparison
Open Charts JSIIX vs JSRAXBanner chart's image
JPMorgan SmartRetirement® Income R5
Price$16.47
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets2.12B
JPMorgan SmartRetirement® Income A
Price$16.36
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets2.12B
JSIIX vs JSRAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JSIIX vs. JSRAX commentary
Aug 07, 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 JSRAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JSIIX (2.12B) and JSRAX (2.12B) have equal amount of cash in the bank . JSIIX pays higher dividends than JSRAX: JSIIX (3.67) vs JSRAX (3.45). 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 (10.41) and JSRAX (10.18) have marching annual gain over last year. JSIIX return over 5 years is better than : 11.27 vs. JSRAX (9.92).
JSIIXJSRAXJSIIX / JSRAX
Total Expense Ratio0.440.6964%
Annual Report Gross Expense Ratio0.480.9053%
Fund Existence19 years19 years-
Gain YTD7.2177.124101%
Front LoadN/A5%-
Min. Initial Investment0500-
Min. Initial Investment IRAN/AN/A-
Net Assets2.12B2.12B100%
Annual Yield % from dividends3.673.45107%
Returns for 1 year10.4110.18102%
Returns for 3 years22.2221.47104%
Returns for 5 years11.279.92114%
Returns for 10 years20.2317.58115%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
JUSHF0.65N/A
N/A
Jushi Holdings Inc.
SBKO15.15N/A
N/A
Summit Bank Group, Inc.
TRUBF5.44N/A
N/A
TRUECALLER AB
HEINY39.25-0.18
-0.46%
Heineken N.V.
YAMCY6.62-0.38
-5.43%
Yamaha Corp.