JSIZX
Price
$15.62
Change
+$0.02 (+0.13%)
Updated
May 22 closing price
Net Assets
2.1B
JSRCX
Price
$15.66
Change
+$0.01 (+0.06%)
Updated
May 22 closing price
Net Assets
2.1B
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JSIZX vs JSRCX

Header iconJSIZX vs JSRCX Comparison
Open Charts JSIZX vs JSRCXBanner chart's image
JPMorgan SmartRetirement® Income R2
Price$15.62
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets2.1B
JPMorgan SmartRetirement® Income C
Price$15.66
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.1B
JSIZX vs JSRCX Comparison Chart
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JSIZX vs. JSRCX 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 JSRCX is a Sell.

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FUNDAMENTALS
Fundamentals
JSIZX (2.1B) and JSRCX (2.1B) have equal amount of cash in the bank . JSIZX pays higher dividends than JSRCX: JSIZX (3.22) vs JSRCX (2.69). 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 (5.96) and JSRCX (5.75) have marching annual gain over last year. JSIZX return over 5 years is better than : 10.87 vs. JSRCX (9.76).
JSIZXJSRCXJSIZX / JSRCX
Total Expense Ratio1.091.3283%
Annual Report Gross Expense Ratio1.131.4180%
Fund Existence17 years19 years-
Gain YTD2.2282.154103%
Front LoadN/AN/A-
Min. Initial Investment0500-
Min. Initial Investment IRAN/AN/A-
Net Assets2.1B2.1B100%
Annual Yield % from dividends3.222.69120%
Returns for 1 year5.965.75104%
Returns for 3 years15.8415.23104%
Returns for 5 years10.879.76111%
Returns for 10 years6.744.39154%
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