JSIZX
Price
$16.20
Change
+$0.07 (+0.43%)
Updated
Jul 9 closing price
Net Assets
2.12B
JSRAX
Price
$16.28
Change
+$0.07 (+0.43%)
Updated
Jul 9 closing price
Net Assets
2.12B
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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$16.20
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets2.12B
JPMorgan SmartRetirement® Income A
Price$16.28
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets2.12B
JSIZX vs JSRAX Comparison Chart in %
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JSIZX vs. JSRAX commentary
Jul 10, 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 Hold and JSRAX is a Hold.

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FUNDAMENTALS
Fundamentals
JSIZX (2.12B) and JSRAX (2.12B) have equal amount of cash in the bank . JSRAX pays higher dividends than JSIZX: JSRAX (3.46) vs JSIZX (3.07). 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 : 8.13 vs. JSIZX (7.65). JSRAX return over 5 years is better than : 11.83 vs. JSIZX (9.61).
JSIZXJSRAXJSIZX / JSRAX
Total Expense Ratio1.090.69158%
Annual Report Gross Expense Ratio1.130.90126%
Fund Existence17 years19 years-
Gain YTD5.7015.94896%
Front LoadN/A5%-
Min. Initial Investment0500-
Min. Initial Investment IRAN/AN/A-
Net Assets2.12B2.12B100%
Annual Yield % from dividends3.073.4689%
Returns for 1 year7.658.1394%
Returns for 3 years22.4723.8494%
Returns for 5 years9.6111.8381%
Returns for 10 years12.1216.4874%
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