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DCAIX vs JSORX
DCAIX vs JSORX Comparison
Open Charts DCAIX vs JSORX
DCAIX vs JSORX Comparison Chart in %
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DCAIX vs. JSORX commentary
Aug 04, 2026
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: 9.31B vs. DCAIX (343M). JSORX pays higher dividends than DCAIX: JSORX (3.94) vs DCAIX (3.66). DCAIX was incepted earlier than JSORX: DCAIX (22 years) vs JSORX (18 years). DCAIX (1.91) is less costly to investors than JSORX (0.72). JSORX is a more actively managed with annual turnover of: 536.00 vs. DCAIX (234.00). 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 : 3.74 vs. DCAIX (1.94). JSORX return over 5 years is better than : 19.35 vs. DCAIX (2.71).
| DCAIX | JSORX | DCAIX / JSORX | |
| Total Expense Ratio | 1.91 | 0.60 | 318% |
| Annual Report Gross Expense Ratio | 1.91 | 0.72 | 265% |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 1.164 | 2.116 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 343M | 9.31B | 4% |
| Annual Yield % from dividends | 3.66 | 3.94 | 93% |
| Returns for 1 year | 1.94 | 3.74 | 52% |
| Returns for 3 years | 9.53 | 14.93 | 64% |
| Returns for 5 years | 2.71 | 19.35 | 14% |
| Returns for 10 years | 28.04 | 36.63 | 77% |
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