JSIIX
Price
$15.67
Change
+$0.08 (+0.51%)
Updated
May 2 closing price
Net Assets
2.09B
LIRIX
Price
$14.06
Change
+$0.05 (+0.36%)
Updated
May 2 closing price
Net Assets
13.24B
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JSIIX vs LIRIX

Header iconJSIIX vs LIRIX Comparison
Open Charts JSIIX vs LIRIXBanner chart's image
JPMorgan SmartRetirement® Income R5
Price$15.67
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets2.09B
BlackRock LifePath® Index Retire Instl
Price$14.06
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets13.24B
JSIIX vs LIRIX Comparison Chart
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JSIIX vs. LIRIX commentary
May 03, 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 LIRIX is a Buy.

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FUNDAMENTALS
Fundamentals
LIRIX has more cash in the bank: 13.2B vs. JSIIX (2.09B). JSIIX pays higher dividends than LIRIX: JSIIX (3.87) vs LIRIX (2.87). JSIIX was incepted earlier than LIRIX: JSIIX (19 years) vs LIRIX (14 years). JSIIX (0.48) is less costly to investors than LIRIX (0.18). LIRIX is a more actively managed with annual turnover of: 39.00 vs. JSIIX (19.00). JSIIX has a lower initial minimum investment than LIRIX: JSIIX (0) vs LIRIX (2000000). LIRIX annual gain was more profitable for investors over the last year : 8.53 vs. JSIIX (7.86). LIRIX return over 5 years is better than : 25.91 vs. JSIIX (15.27).
JSIIXLIRIXJSIIX / LIRIX
Total Expense Ratio0.440.14314%
Annual Report Gross Expense Ratio0.480.18267%
Fund Existence19 years14 years-
Gain YTD1.3651.74378%
Front LoadN/AN/A-
Min. Initial Investment02000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.09B13.2B16%
Annual Yield % from dividends3.872.87135%
Returns for 1 year7.868.5392%
Returns for 3 years14.7014.77100%
Returns for 5 years15.2725.9159%
Returns for 10 years13.2049.9526%
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