JSIZX
Price
$15.42
Change
+$0.04 (+0.26%)
Updated
Apr 29 closing price
Net Assets
2.09B
PBRNX
Price
$11.52
Change
+$0.03 (+0.26%)
Updated
Apr 29 closing price
Net Assets
692.62M
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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$15.42
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets2.09B
PIMCO RealPath Blend Inc Institutional
Price$11.52
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets692.62M
JSIZX vs PBRNX Comparison Chart
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JSIZX vs. PBRNX commentary
Apr 30, 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 PBRNX is a Hold.

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FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.09B vs. PBRNX (693M). PBRNX pays higher dividends than JSIZX: PBRNX (4.18) vs JSIZX (3.22). JSIZX was incepted earlier than PBRNX: JSIZX (16 years) vs PBRNX (10 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 annual gain was more profitable for investors over the last year : 7.85 vs. JSIZX (6.78). PBRNX return over 5 years is better than : 25.56 vs. JSIZX (10.36).
JSIZXPBRNXJSIZX / PBRNX
Total Expense Ratio1.090.71154%
Annual Report Gross Expense Ratio1.130.72157%
Fund Existence16 years10 years-
Gain YTD0.7861.85742%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.09B693M301%
Annual Yield % from dividends3.224.1877%
Returns for 1 year6.787.8586%
Returns for 3 years12.2011.35107%
Returns for 5 years10.3625.5641%
Returns for 10 years5.5956.7110%
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