JSIZX
Price
$15.85
Change
-$0.10 (-0.63%)
Updated
Jun 13 closing price
Net Assets
2.11B
MLLGX
Price
$12.30
Change
-$0.06 (-0.49%)
Updated
Jun 13 closing price
Net Assets
546.08M
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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$15.85
Change-$0.10 (-0.63%)
VolumeN/A
Net Assets2.11B
MFS Lifetime Income R2
Price$12.30
Change-$0.06 (-0.49%)
VolumeN/A
Net Assets546.08M
JSIZX vs MLLGX Comparison Chart
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JSIZX vs. MLLGX 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 MLLGX is a Hold.

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FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.11B vs. MLLGX (546M). MLLGX (3.26) and JSIZX (3.15) 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 : 6.54 vs. MLLGX (3.14). MLLGX return over 5 years is better than : 11.65 vs. JSIZX (9.84).
JSIZXMLLGXJSIZX / MLLGX
Total Expense Ratio1.090.95115%
Annual Report Gross Expense Ratio1.131.13100%
Fund Existence17 years20 years-
Gain YTD3.8663.146123%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.11B546M386%
Annual Yield % from dividends3.153.2697%
Returns for 1 year6.543.14208%
Returns for 3 years22.4213.20170%
Returns for 5 years9.8411.6584%
Returns for 10 years9.5527.4635%
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