JSRAX
Price
$15.58
Change
+$0.08 (+0.52%)
Updated
May 2 closing price
Net Assets
2.09B
MLLCX
Price
$12.14
Change
+$0.02 (+0.17%)
Updated
May 2 closing price
Net Assets
551.04M
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JSRAX vs MLLCX

Header iconJSRAX vs MLLCX Comparison
Open Charts JSRAX vs MLLCXBanner chart's image
JPMorgan SmartRetirement® Income A
Price$15.58
Change+$0.08 (+0.52%)
VolumeN/A
Net Assets2.09B
MFS Lifetime Income C
Price$12.14
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets551.04M
JSRAX vs MLLCX Comparison Chart
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JSRAX vs. MLLCX commentary
May 03, 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 Sell and MLLCX is a Hold.

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FUNDAMENTALS
Fundamentals
JSRAX has more cash in the bank: 2.09B vs. MLLCX (551M). JSRAX pays higher dividends than MLLCX: JSRAX (3.63) vs MLLCX (2.79). JSRAX was incepted earlier than MLLCX: JSRAX (19 years) vs MLLCX (20 years). MLLCX (1.63) is less costly to investors than JSRAX (0.90). JSRAX is a more actively managed with annual turnover of: 19.00 vs. MLLCX (9.00). JSRAX has a lower initial minimum investment than MLLCX: JSRAX (500) vs MLLCX (1000). JSRAX annual gain was more profitable for investors over the last year : 7.62 vs. MLLCX (3.39). JSRAX return over 5 years is better than : 13.89 vs. MLLCX (11.51).
JSRAXMLLCXJSRAX / MLLCX
Total Expense Ratio0.691.4548%
Annual Report Gross Expense Ratio0.901.6355%
Fund Existence19 years20 years-
Gain YTD1.3071.49188%
Front Load5%N/A-
Min. Initial Investment500100050%
Min. Initial Investment IRAN/AN/A-
Net Assets2.09B551M380%
Annual Yield % from dividends3.632.79130%
Returns for 1 year7.623.39225%
Returns for 3 years13.874.92282%
Returns for 5 years13.8911.51121%
Returns for 10 years10.6818.5458%
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