JSIZX
Price
$15.52
Change
+$0.08 (+0.52%)
Updated
May 2 closing price
Net Assets
2.09B
MLLBX
Price
$12.15
Change
+$0.02 (+0.16%)
Updated
May 2 closing price
Net Assets
551.04M
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JSIZX vs MLLBX

Header iconJSIZX vs MLLBX Comparison
Open Charts JSIZX vs MLLBXBanner chart's image
JPMorgan SmartRetirement® Income R2
Price$15.52
Change+$0.08 (+0.52%)
VolumeN/A
Net Assets2.09B
MFS Lifetime Income B
Price$12.15
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets551.04M
JSIZX vs MLLBX Comparison Chart
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JSIZX vs. MLLBX commentary
May 03, 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 MLLBX is a Hold.

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FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.09B vs. MLLBX (551M). JSIZX pays higher dividends than MLLBX: JSIZX (3.22) vs MLLBX (2.79). JSIZX was incepted earlier than MLLBX: JSIZX (17 years) vs MLLBX (20 years). MLLBX (1.63) is less costly to investors than JSIZX (1.13). JSIZX is a more actively managed with annual turnover of: 19.00 vs. MLLBX (9.00). JSIZX has a lower initial minimum investment than MLLBX: JSIZX (0) vs MLLBX (1000). JSIZX annual gain was more profitable for investors over the last year : 7.20 vs. MLLBX (3.39). JSIZX (11.65) and MLLBX (11.50) have equivalent 5 years return.
JSIZXMLLBXJSIZX / MLLBX
Total Expense Ratio1.091.4575%
Annual Report Gross Expense Ratio1.131.6369%
Fund Existence17 years20 years-
Gain YTD1.1801.49079%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.09B551M380%
Annual Yield % from dividends3.222.79115%
Returns for 1 year7.203.39213%
Returns for 3 years12.635.00253%
Returns for 5 years11.6511.50101%
Returns for 10 years6.6518.5436%
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