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FXIDX vs JSOZX
FXIDX vs JSOZX Comparison
Open Charts FXIDX vs JSOZX
PIMCO Fixed Income SHares LD
Price$8.99
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets52.88M
JPMorgan Strategic Income Opports R6
Price$11.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.46B
FXIDX vs JSOZX Comparison Chart in %
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FXIDX vs. JSOZX commentary
Jun 21, 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: 10.5B vs. FXIDX (52.9M). FXIDX (4.86) and JSOZX (4.86) have matching dividends . FXIDX was incepted earlier than JSOZX: FXIDX (12 years) vs JSOZX (8 years). FXIDX (1.36) is less costly to investors than JSOZX (0.64). JSOZX is a more actively managed with annual turnover of: 544.00 vs. FXIDX (414.00). 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 : 7.04 vs. JSOZX (4.88). JSOZX return over 5 years is better than : 17.79 vs. FXIDX (13.57).
| FXIDX | JSOZX | FXIDX / JSOZX | |
| Total Expense Ratio | 1.36 | 0.50 | 272% |
| Annual Report Gross Expense Ratio | 1.36 | 0.64 | 213% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 2.209 | 1.986 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.9M | 10.5B | 1% |
| Annual Yield % from dividends | 4.86 | 4.86 | 100% |
| Returns for 1 year | 7.04 | 4.88 | 144% |
| Returns for 3 years | 13.83 | 15.26 | 91% |
| Returns for 5 years | 13.57 | 17.79 | 76% |
| Returns for 10 years | 31.33 | N/A | - |
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