JSMIX
Price
$19.82
Change
+$0.09 (+0.46%)
Updated
Jul 9 closing price
Net Assets
4.2B
RCETX
Price
$18.46
Change
+$0.09 (+0.49%)
Updated
Jul 9 closing price
Net Assets
50.62B
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JSMIX vs RCETX

Header iconJSMIX vs RCETX Comparison
Open Charts JSMIX vs RCETXBanner 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 R3
Price$18.46
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets50.62B
JSMIX vs RCETX Comparison Chart in %
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JSMIX vs. RCETX 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 RCETX is a Hold.

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FUNDAMENTALS
Fundamentals
RCETX has more cash in the bank: 50.6B vs. JSMIX (4.2B). JSMIX pays higher dividends than RCETX: JSMIX (3.11) vs RCETX (1.62). JSMIX was incepted earlier than RCETX: JSMIX (19 years) vs RCETX (18 years). RCETX (0.97) is less costly to investors than JSMIX (0.47). JSMIX is a more actively managed with annual turnover of: 20.00 vs. RCETX (7.00). JSMIX has a lower initial minimum investment than RCETX: JSMIX (0) vs RCETX (250). RCETX annual gain was more profitable for investors over the last year : 10.21 vs. JSMIX (7.20). RCETX return over 5 years is better than : 27.35 vs. JSMIX (18.99).
JSMIXRCETXJSMIX / RCETX
Total Expense Ratio0.450.9746%
Annual Report Gross Expense Ratio0.470.9748%
Fund Existence19 years18 years-
Gain YTD7.1128.65282%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets4.2B50.6B8%
Annual Yield % from dividends3.111.62192%
Returns for 1 year7.2010.2171%
Returns for 3 years24.4128.7585%
Returns for 5 years18.9927.3569%
Returns for 10 years25.5950.5851%
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