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BSIIX vs JSOCX
BSIIX vs JSOCX Comparison
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BSIIX vs JSOCX Comparison Chart in %
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BSIIX vs. JSOCX 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 JSOCX is a Hold.
FUNDAMENTALS
Fundamentals
BSIIX has more cash in the bank: 48.4B vs. JSOCX (9.31B). BSIIX pays higher dividends than JSOCX: BSIIX (4.76) vs JSOCX (3.08). BSIIX was incepted earlier than JSOCX: BSIIX (19 years) vs JSOCX (18 years). JSOCX (1.60) is less costly to investors than BSIIX (0.72). BSIIX is a more actively managed with annual turnover of: 1006.00 vs. JSOCX (536.00). JSOCX has a lower initial minimum investment than BSIIX: JSOCX (1000) vs BSIIX (2000000). BSIIX annual gain was more profitable for investors over the last year : 4.30 vs. JSOCX (2.85). BSIIX (14.69) and JSOCX (14.05) have equivalent 5 years return.
| BSIIX | JSOCX | BSIIX / JSOCX | |
| Total Expense Ratio | 0.72 | 1.50 | 48% |
| Annual Report Gross Expense Ratio | 0.72 | 1.60 | 45% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 1.547 | 1.605 | 96% |
| Front Load | N/A | N/A | - |
| 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 | 3.08 | 154% |
| Returns for 1 year | 4.30 | 2.85 | 151% |
| Returns for 3 years | 20.99 | 11.84 | 177% |
| Returns for 5 years | 14.69 | 14.05 | 105% |
| Returns for 10 years | 41.92 | 24.74 | 169% |
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