JSIZX
Price
$15.41
Change
-$0.01 (-0.06%)
Updated
Apr 30 closing price
Net Assets
2.09B
JSRSX
Price
$15.53
Change
-$0.00 (-0.00%)
Updated
Apr 30 closing price
Net Assets
2.09B
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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$15.41
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.09B
JPMorgan SmartRetirement® Income I
Price$15.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.09B
JSIZX vs JSRSX Comparison Chart
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JSIZX vs. JSRSX commentary
May 01, 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 (2.09B) and JSRSX (2.09B) 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 : 7.36 vs. JSIZX (6.78). JSRSX return over 5 years is better than : 13.36 vs. JSIZX (10.36).
JSIZXJSRSXJSIZX / JSRSX
Total Expense Ratio1.090.57191%
Annual Report Gross Expense Ratio1.130.63179%
Fund Existence17 years19 years-
Gain YTD0.7860.97780%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.09B2.09B100%
Annual Yield % from dividends3.223.7286%
Returns for 1 year6.787.3692%
Returns for 3 years12.2013.8488%
Returns for 5 years10.3613.3677%
Returns for 10 years5.5910.9551%
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