JSRAX
Price
$15.67
Change
-$0.01 (-0.06%)
Updated
May 23 closing price
Net Assets
2.1B
PHJFX
Price
$10.43
Change
-$0.00 (-0.00%)
Updated
May 23 closing price
Net Assets
170.71M
Interact to see
Advertisement

JSRAX vs PHJFX

Header iconJSRAX vs PHJFX Comparison
Open Charts JSRAX vs PHJFXBanner chart's image
JPMorgan SmartRetirement® Income A
Price$15.67
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.1B
Principal LifeTime Hybrid Income J
Price$10.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets170.71M
JSRAX vs PHJFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JSRAX vs. PHJFX commentary
May 26, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JSRAX has more cash in the bank: 2.1B vs. PHJFX (171M). JSRAX pays higher dividends than PHJFX: JSRAX (3.63) vs PHJFX (2.91). 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 : 6.87 vs. PHJFX (6.00). JSRAX return over 5 years is better than : 13.17 vs. PHJFX (12.19).
JSRAXPHJFXJSRAX / PHJFX
Total Expense Ratio0.690.52133%
Annual Report Gross Expense Ratio0.900.52173%
Fund Existence19 years7 years-
Gain YTD2.4181.955124%
Front Load5%N/A-
Min. Initial Investment500100050%
Min. Initial Investment IRAN/AN/A-
Net Assets2.1B171M1,227%
Annual Yield % from dividends3.632.91125%
Returns for 1 year6.876.00115%
Returns for 3 years17.3312.49139%
Returns for 5 years13.1712.19108%
Returns for 10 years11.27N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TORTX18.820.17
+0.90%
Tortoise Energy Infrastructure TR A
GEGCX14.230.01
+0.07%
abrdn Emerging Markets C
SHXPX13.37-0.08
-0.59%
American Beacon Shapiro Equity Opps Inv
MSGCX10.29-0.07
-0.68%
Meridian Small Cap Growth C
VWUSX70.84-0.63
-0.88%
Vanguard US Growth Investor