JSIZX
Price
$16.65
Change
-$0.08 (-0.48%)
Updated
Nov 20 closing price
Net Assets
2.1B
MLLCX
Price
$12.59
Change
-$0.03 (-0.24%)
Updated
Nov 20 closing price
Net Assets
530.92M
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JSIZX vs MLLCX

Header iconJSIZX vs MLLCX Comparison
Open Charts JSIZX vs MLLCXBanner chart's image
JPMorgan SmartRetirement® Income R2
Price$16.65
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets2.1B
MFS Lifetime Income C
Price$12.59
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets530.92M
JSIZX vs MLLCX Comparison Chart in %
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JSIZX vs. MLLCX commentary
Nov 21, 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 MLLCX is a Hold.

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FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. MLLCX (531M). JSIZX pays higher dividends than MLLCX: JSIZX (2.93) vs MLLCX (2.61). JSIZX was incepted earlier than MLLCX: JSIZX (17 years) vs MLLCX (20 years). MLLCX (1.63) is less costly to investors than JSIZX (1.13). JSIZX is a more actively managed with annual turnover of: 12.00 vs. MLLCX (5.00). JSIZX has a lower initial minimum investment than MLLCX: JSIZX (0) vs MLLCX (1000). JSIZX annual gain was more profitable for investors over the last year : 8.77 vs. MLLCX (2.82). JSIZX return over 5 years is better than : 6.60 vs. MLLCX (5.29).
JSIZXMLLCXJSIZX / MLLCX
Total Expense Ratio1.091.4476%
Annual Report Gross Expense Ratio1.131.6369%
Fund Existence17 years20 years-
Gain YTD9.6336.380151%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.1B531M396%
Annual Yield % from dividends2.932.61112%
Returns for 1 year8.772.82311%
Returns for 3 years27.9315.23183%
Returns for 5 years6.605.29125%
Returns for 10 years17.9326.3068%
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