JSRAX
Price
$16.29
Change
+$0.01 (+0.06%)
Updated
Jul 10 closing price
Net Assets
2.13B
LERKX
Price
$10.90
Change
+$0.01 (+0.09%)
Updated
Jul 10 closing price
Net Assets
10.62M
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JSRAX vs LERKX

Header iconJSRAX vs LERKX Comparison
Open Charts JSRAX vs LERKXBanner chart's image
JPMorgan SmartRetirement® Income A
Price$16.29
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.13B
BlackRock LifePath ESG Index Ret K
Price$10.90
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets10.62M
JSRAX vs LERKX Comparison Chart in %
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JSRAX vs. LERKX commentary
Jul 11, 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 JSRAX is a Hold and LERKX is a Hold.

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FUNDAMENTALS
Fundamentals
JSRAX has more cash in the bank: 2.13B vs. LERKX (10.6M). JSRAX pays higher dividends than LERKX: JSRAX (3.46) vs LERKX (2.56). JSRAX was incepted earlier than LERKX: JSRAX (19 years) vs LERKX (5 years). LERKX (0.94) and JSRAX (0.90) have similar cost to investors . JSRAX is a more actively managed with annual turnover of: 19.00 vs. LERKX (11.00). JSRAX has a lower initial minimum investment than LERKX: JSRAX (500) vs LERKX (5000000). JSRAX (7.97) and LERKX (7.82) have marching annual gain over last year.
JSRAXLERKXJSRAX / LERKX
Total Expense Ratio0.690.20345%
Annual Report Gross Expense Ratio0.900.9496%
Fund Existence19 years5 years-
Gain YTD6.4056.348101%
Front Load5%N/A-
Min. Initial Investment50050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.13B10.6M20,057%
Annual Yield % from dividends3.462.56135%
Returns for 1 year7.977.82102%
Returns for 3 years24.8125.2198%
Returns for 5 years12.31N/A-
Returns for 10 years16.59N/A-
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