JSIZX
Price
$16.20
Change
+$0.07 (+0.43%)
Updated
Jul 9 closing price
Net Assets
2.12B
JSRCX
Price
$16.24
Change
+$0.07 (+0.43%)
Updated
Jul 9 closing price
Net Assets
2.12B
Interact to see
Advertisement

JSIZX vs JSRCX

Header iconJSIZX vs JSRCX Comparison
Open Charts JSIZX vs JSRCXBanner chart's image
JPMorgan SmartRetirement® Income R2
Price$16.20
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets2.12B
JPMorgan SmartRetirement® Income C
Price$16.24
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets2.12B
JSIZX vs JSRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JSIZX vs. JSRCX 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 JSRCX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JSIZX (2.12B) and JSRCX (2.12B) have equal amount of cash in the bank . JSIZX pays higher dividends than JSRCX: JSIZX (3.07) vs JSRCX (2.56). JSIZX was incepted earlier than JSRCX: JSIZX (17 years) vs JSRCX (19 years). JSRCX (1.41) is less costly to investors than JSIZX (1.13). JSIZX (19.00) and JSRCX (19.00) have comparable annual turnover. JSIZX has a lower initial minimum investment than JSRCX: JSIZX (0) vs JSRCX (500). JSIZX (7.65) and JSRCX (7.42) have marching annual gain over last year. JSIZX return over 5 years is better than : 9.61 vs. JSRCX (8.49).
JSIZXJSRCXJSIZX / JSRCX
Total Expense Ratio1.091.3283%
Annual Report Gross Expense Ratio1.131.4180%
Fund Existence17 years19 years-
Gain YTD5.7015.548103%
Front LoadN/AN/A-
Min. Initial Investment0500-
Min. Initial Investment IRAN/AN/A-
Net Assets2.12B2.12B100%
Annual Yield % from dividends3.072.56120%
Returns for 1 year7.657.42103%
Returns for 3 years22.4721.75103%
Returns for 5 years9.618.49113%
Returns for 10 years12.129.60126%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
MLSPF7.490.06
+0.78%
Melrose Industries PLC
OLCLF23.74N/A
N/A
Oriental Land Co., Ltd.
MONSF71.23N/A
N/A
MONTEA SICAFI
WMLLF0.04N/A
-5.41%
Wealth Minerals Ltd.
ELRFF0.17-0.02
-9.13%
Eastern Platinum Ltd.