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DCAIX vs JSOZX
DCAIX vs JSOZX Comparison
Open Charts DCAIX vs JSOZX
Dunham Long/Short Credit Fund
Price$8.33
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets265.43M
JPMorgan Strategic Income Opports R6
Price$11.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.48B
DCAIX vs JSOZX Comparison Chart in %
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DCAIX vs. JSOZX commentary
Aug 06, 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: 10.5B vs. DCAIX (265M). JSOZX pays higher dividends than DCAIX: JSOZX (4.67) vs DCAIX (3.89). DCAIX was incepted earlier than JSOZX: DCAIX (21 years) vs JSOZX (8 years). DCAIX (1.89) is less costly to investors than JSOZX (0.61). JSOZX is a more actively managed with annual turnover of: 544.00 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 : 4.87 vs. DCAIX (3.08). JSOZX return over 5 years is better than : 17.78 vs. DCAIX (2.82).
| DCAIX | JSOZX | DCAIX / JSOZX | |
| Total Expense Ratio | 1.89 | 0.50 | 378% |
| Annual Report Gross Expense Ratio | 1.89 | 0.61 | 310% |
| Fund Existence | 21 years | 8 years | - |
| Gain YTD | 1.684 | 2.622 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 15000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 265M | 10.5B | 3% |
| Annual Yield % from dividends | 3.89 | 4.67 | 83% |
| Returns for 1 year | 3.08 | 4.87 | 63% |
| Returns for 3 years | 5.69 | 15.86 | 36% |
| Returns for 5 years | 2.82 | 17.78 | 16% |
| Returns for 10 years | 12.80 | N/A | - |
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