JSIIX
Price
$15.76
Change
-$0.02 (-0.13%)
Updated
May 23 closing price
Net Assets
2.1B
LIRKX
Price
$14.13
Change
-$0.00 (-0.00%)
Updated
May 23 closing price
Net Assets
13.25B
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JSIIX vs LIRKX

Header iconJSIIX vs LIRKX Comparison
Open Charts JSIIX vs LIRKXBanner chart's image
JPMorgan SmartRetirement® Income R5
Price$15.76
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.1B
BlackRock LifePath® Index Retire K
Price$14.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets13.25B
JSIIX vs LIRKX Comparison Chart
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JSIIX vs. LIRKX commentary
May 24, 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 LIRKX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
LIRKX has more cash in the bank: 13.3B vs. JSIIX (2.1B). JSIIX pays higher dividends than LIRKX: JSIIX (3.87) vs LIRKX (2.91). JSIIX was incepted earlier than LIRKX: JSIIX (19 years) vs LIRKX (14 years). JSIIX (0.48) is less costly to investors than LIRKX (0.12). LIRKX is a more actively managed with annual turnover of: 39.00 vs. JSIIX (19.00). JSIIX has a lower initial minimum investment than LIRKX: JSIIX (0) vs LIRKX (5000000). LIRKX annual gain was more profitable for investors over the last year : 7.65 vs. JSIIX (7.24). LIRKX return over 5 years is better than : 24.91 vs. JSIIX (14.68).
JSIIXLIRKXJSIIX / LIRKX
Total Expense Ratio0.440.09489%
Annual Report Gross Expense Ratio0.480.12400%
Fund Existence19 years14 years-
Gain YTD2.6012.68997%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.1B13.3B16%
Annual Yield % from dividends3.872.91133%
Returns for 1 year7.247.6595%
Returns for 3 years18.2417.52104%
Returns for 5 years14.6824.9159%
Returns for 10 years13.8751.4227%
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