Interact to see
Advertisement
Advertisement
DCAIX vs JSORX
DCAIX vs JSORX Comparison
Open Charts DCAIX vs JSORX
Dunham Long/Short Credit Fund
Price$8.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets274.9M
JPMorgan Strategic Income Opports R5
Price$11.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.43B
DCAIX vs JSORX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DCAIX vs. JSORX commentary
Sep 10, 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 (275M). JSORX pays higher dividends than DCAIX: JSORX (4.50) vs DCAIX (3.92). 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 : 4.69 vs. DCAIX (3.24). JSORX return over 5 years is better than : 17.15 vs. DCAIX (2.90).
| 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 | 2.231 | 2.951 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 275M | 10.4B | 3% |
| Annual Yield % from dividends | 3.92 | 4.50 | 87% |
| Returns for 1 year | 3.24 | 4.69 | 69% |
| Returns for 3 years | 5.97 | 15.53 | 38% |
| Returns for 5 years | 2.90 | 17.15 | 17% |
| Returns for 10 years | 16.86 | 37.41 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers