JSIPX
Price
$15.64
Change
+$0.01 (+0.06%)
Updated
May 22 closing price
Net Assets
2.1B
JSIZX
Price
$15.62
Change
+$0.02 (+0.13%)
Updated
May 22 closing price
Net Assets
2.1B
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JSIPX vs JSIZX

Header iconJSIPX vs JSIZX Comparison
Open Charts JSIPX vs JSIZXBanner chart's image
JPMorgan SmartRetirement® Income R3
Price$15.64
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.1B
JPMorgan SmartRetirement® Income R2
Price$15.62
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets2.1B
JSIPX vs JSIZX Comparison Chart
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JSIPX vs. JSIZX 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 JSIPX is a Sell and JSIZX is a Sell.

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FUNDAMENTALS
Fundamentals
JSIPX (2.1B) and JSIZX (2.1B) have equal amount of cash in the bank . JSIPX pays higher dividends than JSIZX: JSIPX (3.41) vs JSIZX (3.22). JSIPX was incepted earlier than JSIZX: JSIPX (9 years) vs JSIZX (17 years). JSIZX (1.13) is less costly to investors than JSIPX (0.90). JSIPX (19.00) and JSIZX (19.00) have comparable annual turnover. JSIPX (0) and JSIZX (0) have matching initial minimum investment requirements. JSIPX (6.23) and JSIZX (5.96) have marching annual gain over last year. JSIPX return over 5 years is better than : 12.31 vs. JSIZX (10.87).
JSIPXJSIZXJSIPX / JSIZX
Total Expense Ratio0.841.0977%
Annual Report Gross Expense Ratio0.901.1380%
Fund Existence9 years17 years-
Gain YTD2.3582.228106%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.1B2.1B100%
Annual Yield % from dividends3.413.22106%
Returns for 1 year6.235.96105%
Returns for 3 years16.8115.84106%
Returns for 5 years12.3110.87113%
Returns for 10 yearsN/A6.74-
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