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DCAIX vs JSORX
DCAIX vs JSORX Comparison
Open Charts DCAIX vs JSORX
Dunham Long/Short Credit Fund
Price$8.35
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets219.37M
JPMorgan Strategic Income Opports R5
Price$11.44
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.37B
DCAIX vs JSORX Comparison Chart
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DCAIX vs. JSORX commentary
Apr 30, 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 (219M). JSORX pays higher dividends than DCAIX: JSORX (4.94) vs DCAIX (4.05). DCAIX was incepted earlier than JSORX: DCAIX (20 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 : 4.59 vs. DCAIX (3.38). JSORX return over 5 years is better than : 18.59 vs. DCAIX (4.26).
| DCAIX | JSORX | DCAIX / JSORX | |
| Total Expense Ratio | 1.89 | 0.60 | 315% |
| Annual Report Gross Expense Ratio | 1.89 | 0.76 | 249% |
| Fund Existence | 20 years | 17 years | - |
| Gain YTD | 0.717 | 1.234 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 219M | 10.4B | 2% |
| Annual Yield % from dividends | 4.05 | 4.94 | 82% |
| Returns for 1 year | 3.38 | 4.59 | 74% |
| Returns for 3 years | 3.41 | 13.53 | 25% |
| Returns for 5 years | 4.26 | 18.59 | 23% |
| Returns for 10 years | 10.76 | 33.86 | 32% |
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