JSIZX
Price
$16.20
Change
+$0.07 (+0.43%)
Updated
Jul 9 closing price
Net Assets
2.12B
MLLCX
Price
$12.47
Change
+$0.04 (+0.32%)
Updated
Jul 9 closing price
Net Assets
545.13M
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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$16.20
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets2.12B
MFS Lifetime Income C
Price$12.47
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets545.13M
JSIZX vs MLLCX Comparison Chart in %
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JSIZX vs. MLLCX commentary
Jul 10, 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: 2.12B vs. MLLCX (545M). JSIZX pays higher dividends than MLLCX: JSIZX (3.07) vs MLLCX (2.72). 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 : 7.65 vs. MLLCX (3.63). JSIZX return over 5 years is better than : 9.61 vs. MLLCX (8.35).
JSIZXMLLCXJSIZX / MLLCX
Total Expense Ratio1.091.4575%
Annual Report Gross Expense Ratio1.131.6369%
Fund Existence17 years20 years-
Gain YTD5.7014.294133%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.12B545M390%
Annual Yield % from dividends3.072.72113%
Returns for 1 year7.653.63211%
Returns for 3 years22.4711.58194%
Returns for 5 years9.618.35115%
Returns for 10 years12.1222.7553%
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