JSIZX
Price
$15.62
Change
+$0.02 (+0.13%)
Updated
May 22 closing price
Net Assets
2.1B
JSRSX
Price
$15.74
Change
+$0.02 (+0.13%)
Updated
May 22 closing price
Net Assets
2.1B
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JSIZX vs JSRSX

Header iconJSIZX vs JSRSX Comparison
Open Charts JSIZX vs JSRSXBanner chart's image
JPMorgan SmartRetirement® Income R2
Price$15.62
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets2.1B
JPMorgan SmartRetirement® Income I
Price$15.74
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets2.1B
JSIZX vs JSRSX Comparison Chart
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JSIZX vs. JSRSX 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 JSRSX is a Sell.

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FUNDAMENTALS
Fundamentals
JSIZX (2.1B) and JSRSX (2.1B) have equal amount of cash in the bank . JSRSX pays higher dividends than JSIZX: JSRSX (3.72) vs JSIZX (3.22). 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 : 6.54 vs. JSIZX (5.96). JSRSX return over 5 years is better than : 13.81 vs. JSIZX (10.87).
JSIZXJSRSXJSIZX / JSRSX
Total Expense Ratio1.090.57191%
Annual Report Gross Expense Ratio1.130.63179%
Fund Existence17 years19 years-
Gain YTD2.2282.41092%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.1B2.1B100%
Annual Yield % from dividends3.223.7286%
Returns for 1 year5.966.5491%
Returns for 3 years15.8417.5990%
Returns for 5 years10.8713.8179%
Returns for 10 years6.7412.1555%
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