DCAIX
Price
$8.34
Change
+$0.01 (+0.12%)
Updated
May 23 closing price
Net Assets
243.62M
JSORX
Price
$11.49
Change
-$0.00 (-0.00%)
Updated
May 23 closing price
Net Assets
10.48B
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DCAIX vs JSORX

Header iconDCAIX vs JSORX Comparison
Open Charts DCAIX vs JSORXBanner chart's image
Dunham Long/Short Credit Fund
Price$8.34
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets243.62M
JPMorgan Strategic Income Opports R5
Price$11.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.48B
DCAIX vs JSORX Comparison Chart
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DCAIX vs. JSORX commentary
May 25, 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.

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FUNDAMENTALS
Fundamentals
JSORX has more cash in the bank: 10.5B vs. DCAIX (244M). JSORX pays higher dividends than DCAIX: JSORX (4.84) vs DCAIX (4.07). 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 : 4.77 vs. DCAIX (3.13). JSORX return over 5 years is better than : 18.15 vs. DCAIX (4.26).
DCAIXJSORXDCAIX / JSORX
Total Expense Ratio1.890.60315%
Annual Report Gross Expense Ratio1.890.76249%
Fund Existence20 years17 years-
Gain YTD0.8311.67650%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRA2000N/A-
Net Assets244M10.5B2%
Annual Yield % from dividends4.074.8484%
Returns for 1 year3.134.7765%
Returns for 3 years3.9914.5227%
Returns for 5 years4.2618.1523%
Returns for 10 years10.8834.3432%
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