JSIZX
Price
$15.85
Change
-$0.10 (-0.63%)
Updated
Jun 13 closing price
Net Assets
2.11B
MLLCX
Price
$12.29
Change
-$0.06 (-0.49%)
Updated
Jun 13 closing price
Net Assets
546.08M
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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$15.85
Change-$0.10 (-0.63%)
VolumeN/A
Net Assets2.11B
MFS Lifetime Income C
Price$12.29
Change-$0.06 (-0.49%)
VolumeN/A
Net Assets546.08M
JSIZX vs MLLCX Comparison Chart
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JSIZX vs. MLLCX 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 MLLCX is a Hold.

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FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.11B vs. MLLCX (546M). JSIZX pays higher dividends than MLLCX: JSIZX (3.15) vs MLLCX (2.77). 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: 19.00 vs. MLLCX (9.00). 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 : 6.54 vs. MLLCX (2.63). JSIZX return over 5 years is better than : 9.84 vs. MLLCX (8.80).
JSIZXMLLCXJSIZX / MLLCX
Total Expense Ratio1.091.4575%
Annual Report Gross Expense Ratio1.131.6369%
Fund Existence17 years20 years-
Gain YTD3.8662.933132%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.11B546M386%
Annual Yield % from dividends3.152.77114%
Returns for 1 year6.542.63249%
Returns for 3 years22.4211.42196%
Returns for 5 years9.848.80112%
Returns for 10 years9.5520.5946%
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