JSIZX
Price
$15.74
Change
-$0.03 (-0.19%)
Updated
May 20 closing price
Net Assets
2.13B
PRMAX
Price
$16.50
Change
-$0.03 (-0.18%)
Updated
May 20 closing price
Net Assets
216.95M
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JSIZX vs PRMAX

Header iconJSIZX vs PRMAX Comparison
Open Charts JSIZX vs PRMAXBanner chart's image
JPMorgan SmartRetirement® Income R2
Price$15.74
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets2.13B
Putnam Sustainable Retirement Mat A
Price$16.50
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets216.95M
JSIZX vs PRMAX Comparison Chart
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JSIZX vs. PRMAX commentary
May 21, 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 PRMAX is a Hold.

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FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.13B vs. PRMAX (217M). PRMAX pays higher dividends than JSIZX: PRMAX (3.44) vs JSIZX (3.22). JSIZX was incepted earlier than PRMAX: JSIZX (17 years) vs PRMAX (21 years). PRMAX (1.34) is less costly to investors than JSIZX (1.13). JSIZX is a more actively managed with annual turnover of: 19.00 vs. PRMAX (8.00). JSIZX (0) and PRMAX (0) have matching initial minimum investment requirements. JSIZX annual gain was more profitable for investors over the last year : 6.90 vs. PRMAX (5.23). PRMAX return over 5 years is better than : 18.73 vs. JSIZX (12.07).
JSIZXPRMAXJSIZX / PRMAX
Total Expense Ratio1.090.85128%
Annual Report Gross Expense Ratio1.131.3484%
Fund Existence17 years21 years-
Gain YTD3.3421.851181%
Front LoadN/A4%-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.13B217M980%
Annual Yield % from dividends3.223.4494%
Returns for 1 year6.905.23132%
Returns for 3 years17.6717.8299%
Returns for 5 years12.0718.7364%
Returns for 10 years7.9024.5232%
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