JSIZX
Price
$16.21
Change
+$0.01 (+0.06%)
Updated
Jul 10 closing price
Net Assets
2.13B
LERKX
Price
$10.90
Change
+$0.01 (+0.09%)
Updated
Jul 10 closing price
Net Assets
10.62M
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JSIZX vs LERKX

Header iconJSIZX vs LERKX Comparison
Open Charts JSIZX vs LERKXBanner chart's image
JPMorgan SmartRetirement® Income R2
Price$16.21
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.13B
BlackRock LifePath ESG Index Ret K
Price$10.90
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets10.62M
JSIZX vs LERKX Comparison Chart in %
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JSIZX vs. LERKX commentary
Jul 11, 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 LERKX is a Hold.

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FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.13B vs. LERKX (10.6M). JSIZX pays higher dividends than LERKX: JSIZX (3.07) vs LERKX (2.56). JSIZX was incepted earlier than LERKX: JSIZX (17 years) vs LERKX (5 years). JSIZX (1.13) is less costly to investors than LERKX (0.94). JSIZX is a more actively managed with annual turnover of: 19.00 vs. LERKX (11.00). JSIZX has a lower initial minimum investment than LERKX: JSIZX (0) vs LERKX (5000000). LERKX (7.82) and JSIZX (7.56) have marching annual gain over last year.
JSIZXLERKXJSIZX / LERKX
Total Expense Ratio1.090.20545%
Annual Report Gross Expense Ratio1.130.94120%
Fund Existence17 years5 years-
Gain YTD6.1606.34897%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.13B10.6M20,057%
Annual Yield % from dividends3.072.56120%
Returns for 1 year7.567.8297%
Returns for 3 years23.4425.2193%
Returns for 5 years10.09N/A-
Returns for 10 years12.23N/A-
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