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DCAIX vs JSOSX
DCAIX vs JSOSX Comparison
Open Charts DCAIX vs JSOSX
Dunham Long/Short Credit Fund
Price$8.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets274.9M
JPMorgan Strategic Income Opports I
Price$11.46
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets10.42B
DCAIX vs JSOSX Comparison Chart in %
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DCAIX vs. JSOSX 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 JSOSX is a Hold.
FUNDAMENTALS
Fundamentals
JSOSX has more cash in the bank: 10.4B vs. DCAIX (275M). JSOSX pays higher dividends than DCAIX: JSOSX (4.35) vs DCAIX (3.92). DCAIX was incepted earlier than JSOSX: DCAIX (21 years) vs JSOSX (17 years). DCAIX (1.89) is less costly to investors than JSOSX (0.86). JSOSX is a more actively managed with annual turnover of: 544.00 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 : 4.55 vs. DCAIX (3.24). JSOSX return over 5 years is better than : 16.20 vs. DCAIX (2.90).
| DCAIX | JSOSX | DCAIX / JSOSX | |
| Total Expense Ratio | 1.89 | 0.75 | 252% |
| Annual Report Gross Expense Ratio | 1.89 | 0.86 | 220% |
| Fund Existence | 21 years | 17 years | - |
| Gain YTD | 2.231 | 2.853 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 275M | 10.4B | 3% |
| Annual Yield % from dividends | 3.92 | 4.35 | 90% |
| Returns for 1 year | 3.24 | 4.55 | 71% |
| Returns for 3 years | 5.97 | 14.93 | 40% |
| Returns for 5 years | 2.90 | 16.20 | 18% |
| Returns for 10 years | 16.86 | 35.09 | 48% |
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