JSRSX
Price
$16.35
Change
+$0.02 (+0.12%)
Updated
Jul 10 closing price
Net Assets
2.13B
LIRIX
Price
$14.66
Change
+$0.01 (+0.07%)
Updated
Jul 10 closing price
Net Assets
13.32B
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JSRSX vs LIRIX

Header iconJSRSX vs LIRIX Comparison
Open Charts JSRSX vs LIRIXBanner chart's image
JPMorgan SmartRetirement® Income I
Price$16.35
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets2.13B
BlackRock LifePath® Index Retire Instl
Price$14.66
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets13.32B
JSRSX vs LIRIX Comparison Chart in %
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JSRSX vs. LIRIX 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 JSRSX is a Hold and LIRIX is a Hold.

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FUNDAMENTALS
Fundamentals
LIRIX has more cash in the bank: 13.3B vs. JSRSX (2.13B). JSRSX pays higher dividends than LIRIX: JSRSX (3.55) vs LIRIX (2.73). JSRSX was incepted earlier than LIRIX: JSRSX (19 years) vs LIRIX (14 years). JSRSX (0.63) is less costly to investors than LIRIX (0.17). LIRIX is a more actively managed with annual turnover of: 39.00 vs. JSRSX (19.00). JSRSX has a lower initial minimum investment than LIRIX: JSRSX (1000000) vs LIRIX (2000000). LIRIX (8.32) and JSRSX (8.06) have marching annual gain over last year. LIRIX return over 5 years is better than : 23.48 vs. JSRSX (12.92).
JSRSXLIRIXJSRSX / LIRIX
Total Expense Ratio0.570.14407%
Annual Report Gross Expense Ratio0.630.17371%
Fund Existence19 years14 years-
Gain YTD6.3846.391100%
Front LoadN/AN/A-
Min. Initial Investment1000000200000050%
Min. Initial Investment IRAN/AN/A-
Net Assets2.13B13.3B16%
Annual Yield % from dividends3.552.73130%
Returns for 1 year8.068.3297%
Returns for 3 years25.1524.74102%
Returns for 5 years12.9223.4855%
Returns for 10 years17.8758.5731%
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