JSIZX
Price
$16.20
Change
+$0.07 (+0.43%)
Updated
Jul 9 closing price
Net Assets
2.12B
JSRSX
Price
$16.33
Change
+$0.07 (+0.43%)
Updated
Jul 9 closing price
Net Assets
2.12B
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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$16.20
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets2.12B
JPMorgan SmartRetirement® Income I
Price$16.33
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets2.12B
JSIZX vs JSRSX Comparison Chart in %
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JSIZX vs. JSRSX 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 JSRSX is a Hold.

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FUNDAMENTALS
Fundamentals
JSIZX (2.12B) and JSRSX (2.12B) have equal amount of cash in the bank . JSRSX pays higher dividends than JSIZX: JSRSX (3.55) vs JSIZX (3.07). 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 : 8.22 vs. JSIZX (7.65). JSRSX return over 5 years is better than : 12.44 vs. JSIZX (9.61).
JSIZXJSRSXJSIZX / JSRSX
Total Expense Ratio1.090.57191%
Annual Report Gross Expense Ratio1.130.63179%
Fund Existence17 years19 years-
Gain YTD5.7015.92896%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.12B2.12B100%
Annual Yield % from dividends3.073.5586%
Returns for 1 year7.658.2293%
Returns for 3 years22.4724.2693%
Returns for 5 years9.6112.4477%
Returns for 10 years12.1217.8368%
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