JSIZX
Price
$15.67
Change
+$0.04 (+0.26%)
Updated
May 13 closing price
Net Assets
2.11B
NWEBX
Price
$7.07
Change
+$0.01 (+0.14%)
Updated
May 13 closing price
Net Assets
219.36M
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JSIZX vs NWEBX

Header iconJSIZX vs NWEBX Comparison
Open Charts JSIZX vs NWEBXBanner chart's image
JPMorgan SmartRetirement® Income R2
Price$15.67
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets2.11B
Nationwide Destination Ret R
Price$7.07
Change+$0.01 (+0.14%)
VolumeN/A
Net Assets219.36M
JSIZX vs NWEBX Comparison Chart
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JSIZX vs. NWEBX commentary
May 14, 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 NWEBX is a Hold.

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FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.11B vs. NWEBX (219M). JSIZX (3.22) and NWEBX (3.17) have matching dividends . JSIZX was incepted earlier than NWEBX: JSIZX (17 years) vs NWEBX (18 years). NWEBX (1.21) is less costly to investors than JSIZX (1.13). NWEBX is a more actively managed with annual turnover of: 27.87 vs. JSIZX (19.00). JSIZX (0) and NWEBX (0) have matching initial minimum investment requirements. JSIZX annual gain was more profitable for investors over the last year : 6.87 vs. NWEBX (-0.18). JSIZX return over 5 years is better than : 13.10 vs. NWEBX (3.99).
JSIZXNWEBXJSIZX / NWEBX
Total Expense Ratio1.091.2190%
Annual Report Gross Expense Ratio1.131.2193%
Fund Existence17 years18 years-
Gain YTD2.4252.52696%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.11B219M965%
Annual Yield % from dividends3.223.17102%
Returns for 1 year6.87-0.18-3,822%
Returns for 3 years16.143.28493%
Returns for 5 years13.103.99328%
Returns for 10 years6.88-7.33-94%
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