JSIZX
Price
$16.34
Change
+$0.02 (+0.12%)
Updated
Aug 8 closing price
Net Assets
2.13B
PBRNX
Price
$12.13
Change
+$0.01 (+0.08%)
Updated
Aug 8 closing price
Net Assets
661.61M
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JSIZX vs PBRNX

Header iconJSIZX vs PBRNX Comparison
Open Charts JSIZX vs PBRNXBanner chart's image
JPMorgan SmartRetirement® Income R2
Price$16.34
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets2.13B
PIMCO RealPath Blend Inc Institutional
Price$12.13
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets661.61M
JSIZX vs PBRNX Comparison Chart in %
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JSIZX vs. PBRNX commentary
Aug 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 PBRNX is a Hold.

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FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.13B vs. PBRNX (662M). PBRNX (3.16) and JSIZX (3.06) have matching dividends . JSIZX was incepted earlier than PBRNX: JSIZX (17 years) vs PBRNX (11 years). JSIZX (1.13) is less costly to investors than PBRNX (0.72). PBRNX is a more actively managed with annual turnover of: 27.00 vs. JSIZX (19.00). JSIZX has a lower initial minimum investment than PBRNX: JSIZX (0) vs PBRNX (1000000). PBRNX (9.37) and JSIZX (9.33) have marching annual gain over last year. PBRNX return over 5 years is better than : 21.18 vs. JSIZX (8.07).
JSIZXPBRNXJSIZX / PBRNX
Total Expense Ratio1.090.71154%
Annual Report Gross Expense Ratio1.130.72157%
Fund Existence17 years11 years-
Gain YTD7.0778.00688%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.13B662M321%
Annual Yield % from dividends3.063.1697%
Returns for 1 year9.339.37100%
Returns for 3 years20.4220.01102%
Returns for 5 years8.0721.1838%
Returns for 10 years13.2669.8419%
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