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DCAIX vs JSORX
DCAIX vs JSORX Comparison
Open Charts DCAIX vs JSORX
Dunham Long/Short Credit Fund
Price$8.33
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets265.35M
JPMorgan Strategic Income Opports R5
Price$11.47
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets10.48B
DCAIX vs JSORX Comparison Chart in %
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DCAIX vs. JSORX commentary
Aug 03, 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 DCAIX is a Hold and JSORX is a Hold.
FUNDAMENTALS
Fundamentals
JSORX has more cash in the bank: 10.5B vs. DCAIX (265M). JSORX pays higher dividends than DCAIX: JSORX (4.58) vs DCAIX (3.89). DCAIX was incepted earlier than JSORX: DCAIX (21 years) vs JSORX (17 years). DCAIX (1.89) is less costly to investors than JSORX (0.73). JSORX is a more actively managed with annual turnover of: 544.00 vs. DCAIX (274.00). JSORX has a lower initial minimum investment than DCAIX: JSORX (0) vs DCAIX (5000). JSORX annual gain was more profitable for investors over the last year : 4.77 vs. DCAIX (3.20). JSORX return over 5 years is better than : 17.20 vs. DCAIX (2.94).
| DCAIX | JSORX | DCAIX / JSORX | |
| Total Expense Ratio | 1.89 | 0.60 | 315% |
| Annual Report Gross Expense Ratio | 1.89 | 0.73 | 259% |
| Fund Existence | 21 years | 17 years | - |
| Gain YTD | 1.684 | 2.564 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 265M | 10.5B | 3% |
| Annual Yield % from dividends | 3.89 | 4.58 | 85% |
| Returns for 1 year | 3.20 | 4.77 | 67% |
| Returns for 3 years | 5.69 | 15.52 | 37% |
| Returns for 5 years | 2.94 | 17.20 | 17% |
| Returns for 10 years | 12.07 | 36.46 | 33% |
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