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BSIIX vs JSOAX
BSIIX vs JSOAX Comparison
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BSIIX vs JSOAX Comparison Chart in %
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BSIIX vs. JSOAX commentary
Jul 01, 2026
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 BSIIX is a Hold and JSOAX is a Hold.
FUNDAMENTALS
Fundamentals
BSIIX has more cash in the bank: 48.5B vs. JSOAX (9.28B). BSIIX pays higher dividends than JSOAX: BSIIX (4.69) vs JSOAX (3.66). BSIIX was incepted earlier than JSOAX: BSIIX (18 years) vs JSOAX (18 years). JSOAX (1.11) is less costly to investors than BSIIX (0.72). BSIIX is a more actively managed with annual turnover of: 1006.00 vs. JSOAX (544.00). JSOAX has a lower initial minimum investment than BSIIX: JSOAX (1000) vs BSIIX (2000000). BSIIX annual gain was more profitable for investors over the last year : 5.29 vs. JSOAX (3.49). JSOAX return over 5 years is better than : 16.55 vs. BSIIX (14.99).
| BSIIX | JSOAX | BSIIX / JSOAX | |
| Total Expense Ratio | 0.72 | 1.00 | 72% |
| Annual Report Gross Expense Ratio | 0.72 | 1.11 | 65% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 1.891 | 1.534 | 123% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.5B | 9.28B | 523% |
| Annual Yield % from dividends | 4.69 | 3.66 | 128% |
| Returns for 1 year | 5.29 | 3.49 | 151% |
| Returns for 3 years | 22.01 | 13.88 | 159% |
| Returns for 5 years | 14.99 | 16.55 | 91% |
| Returns for 10 years | 43.52 | 32.88 | 132% |
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