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

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

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FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.09B vs. MLLGX (551M). MLLGX (3.29) and JSIZX (3.22) have matching dividends . JSIZX was incepted earlier than MLLGX: JSIZX (17 years) vs MLLGX (20 years). JSIZX (1.13) and MLLGX (1.13) have similar cost to investors . JSIZX is a more actively managed with annual turnover of: 19.00 vs. MLLGX (9.00). JSIZX (0) and MLLGX (0) have matching initial minimum investment requirements. JSIZX annual gain was more profitable for investors over the last year : 7.20 vs. MLLGX (3.91). MLLGX return over 5 years is better than : 14.43 vs. JSIZX (11.65).
JSIZXMLLGXJSIZX / MLLGX
Total Expense Ratio1.090.95115%
Annual Report Gross Expense Ratio1.131.13100%
Fund Existence17 years20 years-
Gain YTD1.1801.65971%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.09B551M380%
Annual Yield % from dividends3.223.2998%
Returns for 1 year7.203.91184%
Returns for 3 years12.636.60191%
Returns for 5 years11.6514.4381%
Returns for 10 years6.6525.2026%
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