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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-$0.00 (-0.00%)
VolumeN/A
Net Assets244.54M
JPMorgan Strategic Income Opports R5
Price$11.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.45B
DCAIX vs JSORX Comparison Chart
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DCAIX vs. JSORX commentary
Jun 16, 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: 10.4B vs. DCAIX (245M). JSORX pays higher dividends than DCAIX: JSORX (4.76) vs DCAIX (3.99). DCAIX was incepted earlier than JSORX: DCAIX (21 years) vs JSORX (17 years). DCAIX (1.89) is less costly to investors than JSORX (0.76). JSORX is a more actively managed with annual turnover of: 565.00 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 : 4.78 vs. DCAIX (3.05). JSORX return over 5 years is better than : 17.21 vs. DCAIX (3.40).
| DCAIX | JSORX | DCAIX / JSORX | |
| Total Expense Ratio | 1.89 | 0.60 | 315% |
| Annual Report Gross Expense Ratio | 1.89 | 0.76 | 249% |
| Fund Existence | 21 years | 17 years | - |
| Gain YTD | 1.029 | 1.855 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 245M | 10.4B | 2% |
| Annual Yield % from dividends | 3.99 | 4.76 | 84% |
| Returns for 1 year | 3.05 | 4.78 | 64% |
| Returns for 3 years | 4.23 | 14.62 | 29% |
| Returns for 5 years | 3.40 | 17.21 | 20% |
| Returns for 10 years | 9.67 | 35.15 | 28% |
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