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DCAIX vs JSOSX
DCAIX vs JSOSX Comparison
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DCAIX vs JSOSX Comparison Chart in %
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DCAIX vs. JSOSX 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 JSOSX is a Hold.
FUNDAMENTALS
Fundamentals
JSOSX has more cash in the bank: 9.31B vs. DCAIX (343M). JSOSX (3.80) and DCAIX (3.66) have matching dividends . DCAIX was incepted earlier than JSOSX: DCAIX (22 years) vs JSOSX (18 years). DCAIX (1.91) is less costly to investors than JSOSX (0.85). JSOSX is a more actively managed with annual turnover of: 536.00 vs. DCAIX (234.00). 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 : 3.59 vs. DCAIX (1.94). JSOSX return over 5 years is better than : 18.39 vs. DCAIX (2.71).
| DCAIX | JSOSX | DCAIX / JSOSX | |
| Total Expense Ratio | 1.91 | 0.75 | 255% |
| Annual Report Gross Expense Ratio | 1.91 | 0.85 | 225% |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 1.164 | 2.030 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 343M | 9.31B | 4% |
| Annual Yield % from dividends | 3.66 | 3.80 | 96% |
| Returns for 1 year | 1.94 | 3.59 | 54% |
| Returns for 3 years | 9.53 | 14.34 | 66% |
| Returns for 5 years | 2.71 | 18.39 | 15% |
| Returns for 10 years | 28.04 | 34.42 | 81% |
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