JSIZX
Price
$16.65
Change
-$0.08 (-0.48%)
Updated
Nov 20 closing price
Net Assets
2.1B
MLLGX
Price
$12.59
Change
-$0.04 (-0.32%)
Updated
Nov 20 closing price
Net Assets
530.92M
Interact to see
Advertisement

JSIZX vs MLLGX

Header iconJSIZX vs MLLGX Comparison
Open Charts JSIZX vs MLLGXBanner chart's image
JPMorgan SmartRetirement® Income R2
Price$16.65
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets2.1B
MFS Lifetime Income R2
Price$12.59
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets530.92M
JSIZX vs MLLGX Comparison Chart in %
View a ticker or compare two or three
VS
JSIZX vs. MLLGX 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 MLLGX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. MLLGX (531M). MLLGX pays higher dividends than JSIZX: MLLGX (3.09) vs JSIZX (2.93). 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: 12.00 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 : 8.77 vs. MLLGX (3.25). MLLGX return over 5 years is better than : 7.97 vs. JSIZX (6.60).
JSIZXMLLGXJSIZX / MLLGX
Total Expense Ratio1.090.94116%
Annual Report Gross Expense Ratio1.131.13100%
Fund Existence17 years20 years-
Gain YTD9.6336.734143%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.1B531M396%
Annual Yield % from dividends2.933.0995%
Returns for 1 year8.773.25270%
Returns for 3 years27.9316.97165%
Returns for 5 years6.607.9783%
Returns for 10 years17.9333.2754%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
BMTLF0.05N/A
N/A
BeMetals Corp.
KGFHF4.09N/A
N/A
Kingfisher plc
NKRKY4.68N/A
N/A
Nokian Tyres Plc.
HOCPY143.85-2.29
-1.57%
Hoya Corp.
FTCO4.21-0.10
-2.41%
Fortitude Gold Corporation