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DCAIX vs JSOZX
DCAIX vs JSOZX Comparison
Open Charts DCAIX vs JSOZX
Dunham Long/Short Credit Fund
Price$8.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets274.9M
JPMorgan Strategic Income Opports R6
Price$11.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.42B
DCAIX vs JSOZX Comparison Chart in %
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DCAIX vs. JSOZX 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 JSOZX is a Hold.
FUNDAMENTALS
Fundamentals
JSOZX has more cash in the bank: 10.4B vs. DCAIX (275M). JSOZX pays higher dividends than DCAIX: JSOZX (4.60) vs DCAIX (3.92). 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 : 4.80 vs. DCAIX (3.24). JSOZX return over 5 years is better than : 17.73 vs. DCAIX (2.90).
| 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 | 2.231 | 3.018 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 15000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 275M | 10.4B | 3% |
| Annual Yield % from dividends | 3.92 | 4.60 | 85% |
| Returns for 1 year | 3.24 | 4.80 | 68% |
| Returns for 3 years | 5.97 | 15.87 | 38% |
| Returns for 5 years | 2.90 | 17.73 | 16% |
| Returns for 10 years | 16.86 | N/A | - |
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