JSIZX
Price
$15.52
Change
+$0.08 (+0.52%)
Updated
May 2 closing price
Net Assets
2.09B
SSFNX
Price
$10.90
Change
+$0.04 (+0.37%)
Updated
May 2 closing price
Net Assets
1.47B
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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$15.52
Change+$0.08 (+0.52%)
VolumeN/A
Net Assets2.09B
State Street Target Retirement I
Price$10.90
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets1.47B
JSIZX vs SSFNX Comparison Chart
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JSIZX vs. SSFNX commentary
May 03, 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 SSFNX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.09B vs. SSFNX (1.47B). SSFNX pays higher dividends than JSIZX: SSFNX (3.71) vs JSIZX (3.22). 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 : 7.20 vs. SSFNX (6.00). SSFNX return over 5 years is better than : 17.72 vs. JSIZX (11.65).
JSIZXSSFNXJSIZX / SSFNX
Total Expense Ratio1.090.29376%
Annual Report Gross Expense Ratio1.130.46246%
Fund Existence17 years11 years-
Gain YTD1.1801.68570%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.09B1.47B142%
Annual Yield % from dividends3.223.7187%
Returns for 1 year7.206.00120%
Returns for 3 years12.638.69145%
Returns for 5 years11.6517.7266%
Returns for 10 years6.6535.8019%
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