JSIZX
Price
$15.62
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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JSIZX vs JSRAX

Header iconJSIZX vs JSRAX Comparison
Open Charts JSIZX vs JSRAXBanner chart's image
JPMorgan SmartRetirement® Income R2
Price$15.62
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
JSIZX vs JSRAX Comparison Chart
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JSIZX 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 JSIZX is a Sell and JSRAX is a Sell.

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FUNDAMENTALS
Fundamentals
JSIZX (2.1B) and JSRAX (2.1B) have equal amount of cash in the bank . JSRAX pays higher dividends than JSIZX: JSRAX (3.63) vs JSIZX (3.22). JSIZX was incepted earlier than JSRAX: JSIZX (17 years) vs JSRAX (19 years). JSIZX (1.13) is less costly to investors than JSRAX (0.90). JSIZX (19.00) and JSRAX (19.00) have comparable annual turnover. JSIZX has a lower initial minimum investment than JSRAX: JSIZX (0) vs JSRAX (500). JSRAX annual gain was more profitable for investors over the last year : 6.38 vs. JSIZX (5.96). JSRAX return over 5 years is better than : 13.17 vs. JSIZX (10.87).
JSIZXJSRAXJSIZX / JSRAX
Total Expense Ratio1.090.69158%
Annual Report Gross Expense Ratio1.130.90126%
Fund Existence17 years19 years-
Gain YTD2.2282.41892%
Front LoadN/A5%-
Min. Initial Investment0500-
Min. Initial Investment IRAN/AN/A-
Net Assets2.1B2.1B100%
Annual Yield % from dividends3.223.6389%
Returns for 1 year5.966.3893%
Returns for 3 years15.8417.1792%
Returns for 5 years10.8713.1783%
Returns for 10 years6.7410.8962%
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