JSIZX
Price
$16.32
Change
-$0.02 (-0.12%)
Updated
Aug 11 closing price
Net Assets
2.13B
MLLGX
Price
$12.51
Change
-$0.01 (-0.08%)
Updated
Aug 11 closing price
Net Assets
545.29M
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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$16.32
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets2.13B
MFS Lifetime Income R2
Price$12.51
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets545.29M
JSIZX vs MLLGX Comparison Chart in %
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JSIZX vs. MLLGX commentary
Aug 12, 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 MLLGX is a Hold.

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FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.13B vs. MLLGX (545M). MLLGX (3.20) and JSIZX (3.06) 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 (5.00). JSIZX (0) and MLLGX (0) have matching initial minimum investment requirements. JSIZX annual gain was more profitable for investors over the last year : 9.05 vs. MLLGX (3.96). MLLGX return over 5 years is better than : 9.14 vs. JSIZX (7.75).
JSIZXMLLGXJSIZX / MLLGX
Total Expense Ratio1.090.95115%
Annual Report Gross Expense Ratio1.131.13100%
Fund Existence17 years20 years-
Gain YTD7.0775.371132%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.13B545M390%
Annual Yield % from dividends3.063.2095%
Returns for 1 year9.053.96228%
Returns for 3 years18.889.81192%
Returns for 5 years7.759.1485%
Returns for 10 years13.5230.4544%
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