Ad is loading...
DCAIX vs JSOZX
DCAIX vs JSOZX Comparison
Open Charts DCAIX vs JSOZX
Dunham Long/Short Credit Fund
Price$8.32
Change-$0.03 (-0.36%)
VolumeN/A
Net Assets218.72M
JPMorgan Strategic Income Opports R6
Price$11.46
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets10.4B
DCAIX vs JSOZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DCAIX vs. JSOZX 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 JSOZX is a Hold.
FUNDAMENTALS
Fundamentals
JSOZX has more cash in the bank: 10.4B vs. DCAIX (219M). JSOZX pays higher dividends than DCAIX: JSOZX (5.04) vs DCAIX (4.05). DCAIX was incepted earlier than JSOZX: DCAIX (20 years) vs JSOZX (8 years). DCAIX (1.89) is less costly to investors than JSOZX (0.64). JSOZX is a more actively managed with annual turnover of: 565.00 vs. DCAIX (274.00). DCAIX has a lower initial minimum investment than JSOZX: DCAIX (5000) vs JSOZX (15000000). JSOZX annual gain was more profitable for investors over the last year : 4.69 vs. DCAIX (3.50). JSOZX return over 5 years is better than : 19.28 vs. DCAIX (4.62).
| DCAIX | JSOZX | DCAIX / JSOZX | |
| Total Expense Ratio | 1.89 | 0.50 | 378% |
| Annual Report Gross Expense Ratio | 1.89 | 0.64 | 295% |
| Fund Existence | 20 years | 8 years | - |
| Gain YTD | 0.952 | 1.267 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 15000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 219M | 10.4B | 2% |
| Annual Yield % from dividends | 4.05 | 5.04 | 80% |
| Returns for 1 year | 3.50 | 4.69 | 74% |
| Returns for 3 years | 3.65 | 13.96 | 26% |
| Returns for 5 years | 4.62 | 19.28 | 24% |
| Returns for 10 years | 11.02 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers