JSIZX
Price
$16.20
Change
+$0.07 (+0.43%)
Updated
Jul 9 closing price
Net Assets
2.12B
MLLGX
Price
$12.48
Change
+$0.04 (+0.32%)
Updated
Jul 9 closing price
Net Assets
545.13M
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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$16.20
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets2.12B
MFS Lifetime Income R2
Price$12.48
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets545.13M
JSIZX vs MLLGX Comparison Chart in %
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JSIZX vs. MLLGX commentary
Jul 10, 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: 2.12B vs. MLLGX (545M). MLLGX (3.20) and JSIZX (3.07) 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 : 7.65 vs. MLLGX (4.14). MLLGX return over 5 years is better than : 11.19 vs. JSIZX (9.61).
JSIZXMLLGXJSIZX / MLLGX
Total Expense Ratio1.090.95115%
Annual Report Gross Expense Ratio1.131.13100%
Fund Existence17 years20 years-
Gain YTD5.7014.551125%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.12B545M390%
Annual Yield % from dividends3.073.2096%
Returns for 1 year7.654.14185%
Returns for 3 years22.4713.45167%
Returns for 5 years9.6111.1986%
Returns for 10 years12.1229.6441%
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