JSIZX
Price
$16.60
Change
+$0.04 (+0.24%)
Updated
Sep 5 closing price
Net Assets
2.13B
MLLGX
Price
$12.68
Change
+$0.03 (+0.24%)
Updated
Sep 5 closing price
Net Assets
547.15M
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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$16.60
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.13B
MFS Lifetime Income R2
Price$12.68
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets547.15M
JSIZX vs MLLGX Comparison Chart in %
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JSIZX vs. MLLGX commentary
Sep 06, 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 (547M). MLLGX (3.14) and JSIZX (3.00) 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 : 8.21 vs. MLLGX (3.78). MLLGX return over 5 years is better than : 10.74 vs. JSIZX (9.13).
JSIZXMLLGXJSIZX / MLLGX
Total Expense Ratio1.090.95115%
Annual Report Gross Expense Ratio1.131.13100%
Fund Existence17 years20 years-
Gain YTD8.5197.035121%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.13B547M389%
Annual Yield % from dividends3.003.1496%
Returns for 1 year8.213.78217%
Returns for 3 years26.2716.34161%
Returns for 5 years9.1310.7485%
Returns for 10 years18.0734.7452%
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