Interact to see
Advertisement
Advertisement
BSIIX vs JSOAX
BSIIX vs JSOAX Comparison
Open Charts BSIIX vs JSOAX
BSIIX vs JSOAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSIIX vs. JSOAX commentary
Aug 04, 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: 48.4B vs. JSOAX (9.31B). BSIIX pays higher dividends than JSOAX: BSIIX (4.76) vs JSOAX (3.56). BSIIX was incepted earlier than JSOAX: BSIIX (19 years) vs JSOAX (18 years). JSOAX (1.10) is less costly to investors than BSIIX (0.72). BSIIX is a more actively managed with annual turnover of: 1006.00 vs. JSOAX (536.00). 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 : 4.30 vs. JSOAX (3.35). JSOAX return over 5 years is better than : 17.01 vs. BSIIX (14.69).
| BSIIX | JSOAX | BSIIX / JSOAX | |
| Total Expense Ratio | 0.72 | 1.00 | 72% |
| Annual Report Gross Expense Ratio | 0.72 | 1.10 | 65% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 1.547 | 1.888 | 82% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4B | 9.31B | 520% |
| Annual Yield % from dividends | 4.76 | 3.56 | 134% |
| Returns for 1 year | 4.30 | 3.35 | 129% |
| Returns for 3 years | 20.99 | 13.63 | 154% |
| Returns for 5 years | 14.69 | 17.01 | 86% |
| Returns for 10 years | 41.92 | 31.22 | 134% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement