JSRAX
Price
$15.47
Change
-$0.01 (-0.06%)
Updated
Apr 30 closing price
Net Assets
2.09B
PHJFX
Price
$10.34
Change
-$0.00 (-0.00%)
Updated
Apr 30 closing price
Net Assets
169.47M
Ad is loading...

JSRAX vs PHJFX

Header iconJSRAX vs PHJFX Comparison
Open Charts JSRAX vs PHJFXBanner chart's image
JPMorgan SmartRetirement® Income A
Price$15.47
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.09B
Principal LifeTime Hybrid Income J
Price$10.34
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets169.47M
JSRAX vs PHJFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JSRAX vs. PHJFX commentary
May 01, 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 PHJFX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
JSRAX has more cash in the bank: 2.09B vs. PHJFX (169M). JSRAX pays higher dividends than PHJFX: JSRAX (3.63) vs PHJFX (2.92). JSRAX was incepted earlier than PHJFX: JSRAX (19 years) vs PHJFX (7 years). JSRAX (0.90) is less costly to investors than PHJFX (0.52). PHJFX is a more actively managed with annual turnover of: 24.10 vs. JSRAX (19.00). JSRAX has a lower initial minimum investment than PHJFX: JSRAX (500) vs PHJFX (1000). JSRAX annual gain was more profitable for investors over the last year : 8.28 vs. PHJFX (7.52). JSRAX return over 5 years is better than : 13.75 vs. PHJFX (12.80).
JSRAXPHJFXJSRAX / PHJFX
Total Expense Ratio0.690.52133%
Annual Report Gross Expense Ratio0.900.52173%
Fund Existence19 years7 years-
Gain YTD1.1761.075109%
Front Load5%N/A-
Min. Initial Investment500100050%
Min. Initial Investment IRAN/AN/A-
Net Assets2.09B169M1,238%
Annual Yield % from dividends3.632.92124%
Returns for 1 year8.287.52110%
Returns for 3 years13.7210.09136%
Returns for 5 years13.7512.80107%
Returns for 10 years9.92N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ACSMX10.11N/A
N/A
Advisors Capital Small/Mid Cap
TIQRX39.39N/A
N/A
Nuveen Equity Index R
AAGOX81.29N/A
N/A
Alger Large Cap Growth I-2
LYRIX25.47N/A
N/A
Lyrical US Value Equity Institutional
JGSVX19.21N/A
N/A
JPMorgan Small Cap Growth R5