Ad is loading...
FXIDX vs JSOZX
FXIDX vs JSOZX Comparison
Open Charts FXIDX vs JSOZX
PIMCO Fixed Income SHares LD
Price$9.00
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets51.86M
JPMorgan Strategic Income Opports R6
Price$11.45
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets10.4B
FXIDX vs JSOZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXIDX vs. JSOZX commentary
Apr 29, 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 FXIDX is a Hold and JSOZX is a Hold.
FUNDAMENTALS
Fundamentals
JSOZX has more cash in the bank: 10.4B vs. FXIDX (51.9M). JSOZX pays higher dividends than FXIDX: JSOZX (5.04) vs FXIDX (4.74). FXIDX was incepted earlier than JSOZX: FXIDX (11 years) vs JSOZX (7 years). FXIDX (2.31) is less costly to investors than JSOZX (0.64). JSOZX is a more actively managed with annual turnover of: 565.00 vs. FXIDX (192.00). FXIDX has a lower initial minimum investment than JSOZX: FXIDX (0) vs JSOZX (15000000). FXIDX annual gain was more profitable for investors over the last year : 7.07 vs. JSOZX (4.77). JSOZX return over 5 years is better than : 19.37 vs. FXIDX (16.80).
| FXIDX | JSOZX | FXIDX / JSOZX | |
| Total Expense Ratio | 2.31 | 0.50 | 462% |
| Annual Report Gross Expense Ratio | 2.31 | 0.64 | 361% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 1.378 | 1.253 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.9M | 10.4B | 0% |
| Annual Yield % from dividends | 4.74 | 5.04 | 94% |
| Returns for 1 year | 7.07 | 4.77 | 148% |
| Returns for 3 years | 11.55 | 13.94 | 83% |
| Returns for 5 years | 16.80 | 19.37 | 87% |
| Returns for 10 years | 31.39 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers