JSIZX
Price
$15.85
Change
-$0.10 (-0.63%)
Updated
Jun 13 closing price
Net Assets
2.11B
LERIX
Price
$10.66
Change
-$0.07 (-0.65%)
Updated
Jun 13 closing price
Net Assets
7.71M
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JSIZX vs LERIX

Header iconJSIZX vs LERIX Comparison
Open Charts JSIZX vs LERIXBanner chart's image
JPMorgan SmartRetirement® Income R2
Price$15.85
Change-$0.10 (-0.63%)
VolumeN/A
Net Assets2.11B
BlackRock LifePath ESG Index Ret Instl
Price$10.66
Change-$0.07 (-0.65%)
VolumeN/A
Net Assets7.71M
JSIZX vs LERIX Comparison Chart
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JSIZX vs. LERIX commentary
Jun 16, 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 LERIX is a Hold.

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FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.11B vs. LERIX (7.71M). JSIZX pays higher dividends than LERIX: JSIZX (3.15) vs LERIX (2.58). JSIZX was incepted earlier than LERIX: JSIZX (17 years) vs LERIX (5 years). JSIZX (1.13) is less costly to investors than LERIX (0.99). JSIZX is a more actively managed with annual turnover of: 19.00 vs. LERIX (11.00). JSIZX has a lower initial minimum investment than LERIX: JSIZX (0) vs LERIX (2000000). LERIX annual gain was more profitable for investors over the last year : 6.94 vs. JSIZX (6.54).
JSIZXLERIXJSIZX / LERIX
Total Expense Ratio1.090.25436%
Annual Report Gross Expense Ratio1.130.99114%
Fund Existence17 years5 years-
Gain YTD3.8664.10294%
Front LoadN/AN/A-
Min. Initial Investment02000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.11B7.71M27,332%
Annual Yield % from dividends3.152.58122%
Returns for 1 year6.546.9494%
Returns for 3 years22.4225.1189%
Returns for 5 years9.84N/A-
Returns for 10 years9.55N/A-
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