DCAIX
Price
$8.34
Change
+$0.01 (+0.12%)
Updated
May 23 closing price
Net Assets
243.62M
JSOZX
Price
$11.50
Change
-$0.00 (-0.00%)
Updated
May 23 closing price
Net Assets
10.48B
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DCAIX vs JSOZX

Header iconDCAIX vs JSOZX Comparison
Open Charts DCAIX vs JSOZXBanner chart's image
Dunham Long/Short Credit Fund
Price$8.34
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets243.62M
JPMorgan Strategic Income Opports R6
Price$11.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.48B
DCAIX vs JSOZX Comparison Chart
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DCAIX vs. JSOZX commentary
May 26, 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.

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FUNDAMENTALS
Fundamentals
JSOZX has more cash in the bank: 10.5B vs. DCAIX (244M). JSOZX pays higher dividends than DCAIX: JSOZX (4.94) vs DCAIX (4.07). 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 : 4.88 vs. DCAIX (3.13). JSOZX return over 5 years is better than : 18.74 vs. DCAIX (4.26).
DCAIXJSOZXDCAIX / JSOZX
Total Expense Ratio1.890.50378%
Annual Report Gross Expense Ratio1.890.64295%
Fund Existence20 years8 years-
Gain YTD0.8311.70949%
Front LoadN/AN/A-
Min. Initial Investment5000150000000%
Min. Initial Investment IRA2000N/A-
Net Assets244M10.5B2%
Annual Yield % from dividends4.074.9482%
Returns for 1 year3.134.8864%
Returns for 3 years3.9914.8627%
Returns for 5 years4.2618.7423%
Returns for 10 years10.88N/A-
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