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ECGMX vs JSOZX
ECGMX vs JSOZX Comparison
Open Charts ECGMX vs JSOZX
ECGMX vs JSOZX Comparison Chart in %
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ECGMX vs. JSOZX 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 ECGMX is a Hold and JSOZX is a Hold.
FUNDAMENTALS
Fundamentals
JSOZX has more cash in the bank: 9.31B vs. ECGMX (4.18B). ECGMX pays higher dividends than JSOZX: ECGMX (5.55) vs JSOZX (4.04). ECGMX was incepted earlier than JSOZX: ECGMX (17 years) vs JSOZX (9 years). ECGMX (2.26) is less costly to investors than JSOZX (0.60). JSOZX is a more actively managed with annual turnover of: 536.00 vs. ECGMX (142.00). ECGMX has a lower initial minimum investment than JSOZX: ECGMX (1000) vs JSOZX (15000000). ECGMX annual gain was more profitable for investors over the last year : 10.39 vs. JSOZX (3.85). ECGMX return over 5 years is better than : 30.40 vs. JSOZX (19.94).
| ECGMX | JSOZX | ECGMX / JSOZX | |
| Total Expense Ratio | 2.26 | 0.50 | 452% |
| Annual Report Gross Expense Ratio | 2.26 | 0.60 | 377% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 4.803 | 2.174 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 9.31B | 45% |
| Annual Yield % from dividends | 5.55 | 4.04 | 137% |
| Returns for 1 year | 10.39 | 3.85 | 270% |
| Returns for 3 years | 27.31 | 15.26 | 179% |
| Returns for 5 years | 30.40 | 19.94 | 152% |
| Returns for 10 years | 46.55 | N/A | - |
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