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DCAIX vs JSOSX
DCAIX vs JSOSX Comparison
Open Charts DCAIX vs JSOSX
Dunham Long/Short Credit Fund
Price$8.32
Change-$0.03 (-0.36%)
VolumeN/A
Net Assets218.72M
JPMorgan Strategic Income Opports I
Price$11.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.4B
DCAIX vs JSOSX Comparison Chart
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DCAIX vs. JSOSX commentary
May 01, 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 JSOSX is a Hold.
FUNDAMENTALS
Fundamentals
JSOSX has more cash in the bank: 10.4B vs. DCAIX (219M). JSOSX pays higher dividends than DCAIX: JSOSX (4.80) vs DCAIX (4.05). DCAIX was incepted earlier than JSOSX: DCAIX (20 years) vs JSOSX (17 years). DCAIX (1.89) is less costly to investors than JSOSX (0.89). JSOSX is a more actively managed with annual turnover of: 565.00 vs. DCAIX (274.00). DCAIX has a lower initial minimum investment than JSOSX: DCAIX (5000) vs JSOSX (1000000). JSOSX annual gain was more profitable for investors over the last year : 4.44 vs. DCAIX (3.50). JSOSX return over 5 years is better than : 17.84 vs. DCAIX (4.62).
| DCAIX | JSOSX | DCAIX / JSOSX | |
| Total Expense Ratio | 1.89 | 0.75 | 252% |
| Annual Report Gross Expense Ratio | 1.89 | 0.89 | 212% |
| Fund Existence | 20 years | 17 years | - |
| Gain YTD | 0.952 | 1.275 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 219M | 10.4B | 2% |
| Annual Yield % from dividends | 4.05 | 4.80 | 84% |
| Returns for 1 year | 3.50 | 4.44 | 79% |
| Returns for 3 years | 3.65 | 13.14 | 28% |
| Returns for 5 years | 4.62 | 17.84 | 26% |
| Returns for 10 years | 11.02 | 31.80 | 35% |
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