JSIZX
Price
$15.60
Change
-$0.02 (-0.13%)
Updated
May 23 closing price
Net Assets
2.1B
SSFOX
Price
$11.03
Change
-$0.00 (-0.00%)
Updated
May 23 closing price
Net Assets
1.48B
Interact to see
Advertisement

JSIZX vs SSFOX

Header iconJSIZX vs SSFOX Comparison
Open Charts JSIZX vs SSFOXBanner chart's image
JPMorgan SmartRetirement® Income R2
Price$15.60
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.1B
State Street Target Retirement K
Price$11.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.48B
JSIZX vs SSFOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JSIZX vs. SSFOX commentary
May 25, 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 SSFOX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. SSFOX (1.48B). SSFOX pays higher dividends than JSIZX: SSFOX (3.82) vs JSIZX (3.22). JSIZX was incepted earlier than SSFOX: JSIZX (17 years) vs SSFOX (11 years). JSIZX (1.13) is less costly to investors than SSFOX (0.26). JSIZX is a more actively managed with annual turnover of: 19.00 vs. SSFOX (17.00). JSIZX (0) and SSFOX (0) have matching initial minimum investment requirements. JSIZX annual gain was more profitable for investors over the last year : 6.45 vs. SSFOX (5.69). SSFOX return over 5 years is better than : 18.21 vs. JSIZX (10.87).
JSIZXSSFOXJSIZX / SSFOX
Total Expense Ratio1.090.091,211%
Annual Report Gross Expense Ratio1.130.26435%
Fund Existence17 years11 years-
Gain YTD2.2282.60586%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.1B1.48B142%
Annual Yield % from dividends3.223.8284%
Returns for 1 year6.455.69113%
Returns for 3 years16.0011.42140%
Returns for 5 years10.8718.2160%
Returns for 10 years7.1038.3319%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
OBIOX21.710.18
+0.84%
Oberweis International Opps Inv
LMBCX10.77-0.02
-0.19%
Franklin U.S. Small Cap Equity C
RMFCX55.88-0.13
-0.23%
American Funds American Mutual R3
CPLSX16.84-0.08
-0.47%
Calamos Phineus Long/Short A
DLCFX15.17-0.11
-0.72%
Destinations Large Cap Equity I