JSMIX
Price
$19.82
Change
+$0.09 (+0.46%)
Updated
Jul 9 closing price
Net Assets
4.2B
RBETX
Price
$18.17
Change
+$0.10 (+0.55%)
Updated
Jul 9 closing price
Net Assets
50.62B
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JSMIX vs RBETX

Header iconJSMIX vs RBETX Comparison
Open Charts JSMIX vs RBETXBanner 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 R2
Price$18.17
Change+$0.10 (+0.55%)
VolumeN/A
Net Assets50.62B
JSMIX vs RBETX Comparison Chart in %
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JSMIX vs. RBETX 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 RBETX is a Hold.

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FUNDAMENTALS
Fundamentals
RBETX has more cash in the bank: 50.6B vs. JSMIX (4.2B). JSMIX pays higher dividends than RBETX: JSMIX (3.11) vs RBETX (1.25). JSMIX was incepted earlier than RBETX: JSMIX (19 years) vs RBETX (18 years). RBETX (1.42) is less costly to investors than JSMIX (0.47). JSMIX is a more actively managed with annual turnover of: 20.00 vs. RBETX (7.00). JSMIX has a lower initial minimum investment than RBETX: JSMIX (0) vs RBETX (250). RBETX annual gain was more profitable for investors over the last year : 9.66 vs. JSMIX (7.20). RBETX return over 5 years is better than : 25.03 vs. JSMIX (18.99).
JSMIXRBETXJSMIX / RBETX
Total Expense Ratio0.451.4232%
Annual Report Gross Expense Ratio0.471.4233%
Fund Existence19 years18 years-
Gain YTD7.1128.41385%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets4.2B50.6B8%
Annual Yield % from dividends3.111.25249%
Returns for 1 year7.209.6675%
Returns for 3 years24.4127.3389%
Returns for 5 years18.9925.0376%
Returns for 10 years25.5947.0354%
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