JSMIX
Price
$19.82
Change
+$0.09 (+0.46%)
Updated
Jul 9 closing price
Net Assets
4.2B
RAETX
Price
$18.32
Change
+$0.09 (+0.49%)
Updated
Jul 9 closing price
Net Assets
50.62B
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JSMIX vs RAETX

Header iconJSMIX vs RAETX Comparison
Open Charts JSMIX vs RAETXBanner chart's image
JPMorgan SmartRetirement® 2030 R5
Price$19.82
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets4.2B
American Funds 2030 Trgt Date Retire R1
Price$18.32
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets50.62B
JSMIX vs RAETX Comparison Chart in %
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JSMIX vs. RAETX commentary
Jul 10, 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 JSMIX is a Buy and RAETX is a Hold.

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FUNDAMENTALS
Fundamentals
RAETX has more cash in the bank: 50.6B vs. JSMIX (4.2B). JSMIX pays higher dividends than RAETX: JSMIX (3.11) vs RAETX (1.23). JSMIX was incepted earlier than RAETX: JSMIX (19 years) vs RAETX (18 years). RAETX (1.42) is less costly to investors than JSMIX (0.47). JSMIX is a more actively managed with annual turnover of: 20.00 vs. RAETX (7.00). JSMIX has a lower initial minimum investment than RAETX: JSMIX (0) vs RAETX (250). RAETX annual gain was more profitable for investors over the last year : 9.64 vs. JSMIX (7.20). RAETX return over 5 years is better than : 25.02 vs. JSMIX (18.99).
JSMIXRAETXJSMIX / RAETX
Total Expense Ratio0.451.4232%
Annual Report Gross Expense Ratio0.471.4233%
Fund Existence19 years18 years-
Gain YTD7.1128.33885%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets4.2B50.6B8%
Annual Yield % from dividends3.111.23252%
Returns for 1 year7.209.6475%
Returns for 3 years24.4127.3089%
Returns for 5 years18.9925.0276%
Returns for 10 years25.5947.6454%
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