JSIZX
Price
$15.85
Change
-$0.10 (-0.63%)
Updated
Jun 13 closing price
Net Assets
2.11B
SSFOX
Price
$11.18
Change
-$0.05 (-0.45%)
Updated
Jun 13 closing price
Net Assets
1.49B
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JSIZX vs SSFOX

Header iconJSIZX vs SSFOX Comparison
Open Charts JSIZX vs SSFOXBanner chart's image
JPMorgan SmartRetirement® Income R2
Price$15.85
Change-$0.10 (-0.63%)
VolumeN/A
Net Assets2.11B
State Street Target Retirement K
Price$11.18
Change-$0.05 (-0.45%)
VolumeN/A
Net Assets1.49B
JSIZX vs SSFOX Comparison Chart
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JSIZX vs. SSFOX commentary
Jun 16, 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 SSFOX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.11B vs. SSFOX (1.49B). SSFOX pays higher dividends than JSIZX: SSFOX (3.76) vs JSIZX (3.15). 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 : 6.54 vs. SSFOX (5.86). SSFOX return over 5 years is better than : 16.99 vs. JSIZX (9.84).
JSIZXSSFOXJSIZX / SSFOX
Total Expense Ratio1.090.091,211%
Annual Report Gross Expense Ratio1.130.26435%
Fund Existence17 years11 years-
Gain YTD3.8664.00097%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.11B1.49B141%
Annual Yield % from dividends3.153.7684%
Returns for 1 year6.545.86112%
Returns for 3 years22.4217.54128%
Returns for 5 years9.8416.9958%
Returns for 10 years9.5541.3023%
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