JSIZX
Price
$16.60
Change
+$0.04 (+0.24%)
Updated
Sep 5 closing price
Net Assets
2.13B
PBRNX
Price
$12.29
Change
+$0.06 (+0.49%)
Updated
Sep 4 closing price
Net Assets
670.93M
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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$16.60
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.13B
PIMCO RealPath Blend Inc Institutional
Price$12.29
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets670.93M
JSIZX vs PBRNX Comparison Chart in %
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JSIZX vs. PBRNX commentary
Sep 08, 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 (671M). PBRNX (3.10) and JSIZX (3.00) 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). JSIZX (8.47) and PBRNX (8.33) have marching annual gain over last year. PBRNX return over 5 years is better than : 22.37 vs. JSIZX (9.40).
JSIZXPBRNXJSIZX / PBRNX
Total Expense Ratio1.090.71154%
Annual Report Gross Expense Ratio1.130.72157%
Fund Existence17 years11 years-
Gain YTD8.7819.96588%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.13B671M318%
Annual Yield % from dividends3.003.1097%
Returns for 1 year8.478.33102%
Returns for 3 years26.5827.5097%
Returns for 5 years9.4022.3742%
Returns for 10 years18.3578.6523%
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