JSIZX
Price
$15.85
Change
-$0.10 (-0.63%)
Updated
Jun 13 closing price
Net Assets
2.11B
JSRSX
Price
$15.97
Change
-$0.11 (-0.68%)
Updated
Jun 13 closing price
Net Assets
2.11B
Interact to see
Advertisement

JSIZX vs JSRSX

Header iconJSIZX vs JSRSX Comparison
Open Charts JSIZX vs JSRSXBanner chart's image
JPMorgan SmartRetirement® Income R2
Price$15.85
Change-$0.10 (-0.63%)
VolumeN/A
Net Assets2.11B
JPMorgan SmartRetirement® Income I
Price$15.97
Change-$0.11 (-0.68%)
VolumeN/A
Net Assets2.11B
JSIZX vs JSRSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JSIZX vs. JSRSX commentary
Jun 15, 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 JSRSX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JSIZX (2.11B) and JSRSX (2.11B) have equal amount of cash in the bank . JSRSX pays higher dividends than JSIZX: JSRSX (3.64) vs JSIZX (3.15). JSIZX was incepted earlier than JSRSX: JSIZX (17 years) vs JSRSX (19 years). JSIZX (1.13) is less costly to investors than JSRSX (0.63). JSIZX (19.00) and JSRSX (19.00) have comparable annual turnover. JSIZX has a lower initial minimum investment than JSRSX: JSIZX (0) vs JSRSX (1000000). JSRSX annual gain was more profitable for investors over the last year : 7.04 vs. JSIZX (6.54). JSRSX return over 5 years is better than : 12.69 vs. JSIZX (9.84).
JSIZXJSRSXJSIZX / JSRSX
Total Expense Ratio1.090.57191%
Annual Report Gross Expense Ratio1.130.63179%
Fund Existence17 years19 years-
Gain YTD3.8664.03996%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.11B2.11B100%
Annual Yield % from dividends3.153.6486%
Returns for 1 year6.547.0493%
Returns for 3 years22.4224.2293%
Returns for 5 years9.8412.6978%
Returns for 10 years9.5515.0963%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
GDXU85.793.92
+4.79%
MicroSectors™ Gold Miners 3X Lvrgd ETN
FCOR46.77-0.27
-0.57%
Fidelity Corporate Bond ETF
IDV34.49-0.35
-1.00%
iShares International Select Div ETF
EMC28.12-0.53
-1.85%
Global X Emerging Mkts Great Cnsmr ETF
XPP24.37-0.94
-3.70%
ProShares Ultra FTSE China 50