JSIZX
Price
$15.82
Change
+$0.02 (+0.13%)
Updated
Jun 6 closing price
Net Assets
2.11B
SSFNX
Price
$11.08
Change
-$0.00 (-0.00%)
Updated
Jun 6 closing price
Net Assets
1.5B
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JSIZX vs SSFNX

Header iconJSIZX vs SSFNX Comparison
Open Charts JSIZX vs SSFNXBanner chart's image
JPMorgan SmartRetirement® Income R2
Price$15.82
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets2.11B
State Street Target Retirement I
Price$11.08
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.5B
JSIZX vs SSFNX Comparison Chart
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JSIZX vs. SSFNX commentary
Jun 07, 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 SSFNX is a Hold.

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FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.11B vs. SSFNX (1.5B). SSFNX pays higher dividends than JSIZX: SSFNX (3.66) vs JSIZX (3.15). JSIZX was incepted earlier than SSFNX: JSIZX (17 years) vs SSFNX (11 years). JSIZX (1.13) is less costly to investors than SSFNX (0.46). JSIZX is a more actively managed with annual turnover of: 19.00 vs. SSFNX (17.00). JSIZX (0) and SSFNX (0) have matching initial minimum investment requirements. JSIZX annual gain was more profitable for investors over the last year : 6.48 vs. SSFNX (5.67). SSFNX return over 5 years is better than : 13.15 vs. JSIZX (7.76).
JSIZXSSFNXJSIZX / SSFNX
Total Expense Ratio1.090.29376%
Annual Report Gross Expense Ratio1.130.46246%
Fund Existence17 years11 years-
Gain YTD3.5393.74594%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.11B1.5B141%
Annual Yield % from dividends3.153.6686%
Returns for 1 year6.485.67114%
Returns for 3 years15.3410.69143%
Returns for 5 years7.7613.1559%
Returns for 10 years9.7639.9924%
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