JSIZX
Price
$15.60
Change
-$0.02 (-0.13%)
Updated
May 23 closing price
Net Assets
2.1B
MLLGX
Price
$12.18
Change
+$0.01 (+0.08%)
Updated
May 23 closing price
Net Assets
544.47M
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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$15.60
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.1B
MFS Lifetime Income R2
Price$12.18
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets544.47M
JSIZX vs MLLGX Comparison Chart
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JSIZX vs. MLLGX commentary
May 25, 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: 2.1B vs. MLLGX (544M). 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 : 6.45 vs. MLLGX (2.97). MLLGX return over 5 years is better than : 12.59 vs. JSIZX (10.87).
JSIZXMLLGXJSIZX / MLLGX
Total Expense Ratio1.090.95115%
Annual Report Gross Expense Ratio1.131.13100%
Fund Existence17 years20 years-
Gain YTD2.2281.910117%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.1B544M386%
Annual Yield % from dividends3.223.2998%
Returns for 1 year6.452.97217%
Returns for 3 years16.007.99200%
Returns for 5 years10.8712.5986%
Returns for 10 years7.1025.3128%
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