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GIOSX vs JSORX
GIOSX vs JSORX Comparison
Open Charts GIOSX vs JSORX
GIOSX vs JSORX Comparison Chart in %
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GIOSX vs. JSORX commentary
Jul 01, 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 GIOSX is a Hold and JSORX is a Hold.
FUNDAMENTALS
Fundamentals
GIOSX (9.42B) and JSORX (9.28B) have equal amount of cash in the bank . GIOSX pays higher dividends than JSORX: GIOSX (6.09) vs JSORX (4.04). GIOSX was incepted earlier than JSORX: GIOSX (7 years) vs JSORX (18 years). GIOSX (0.98) is less costly to investors than JSORX (0.73). JSORX is a more actively managed with annual turnover of: 544.00 vs. GIOSX (35.00). JSORX has a lower initial minimum investment than GIOSX: JSORX (0) vs GIOSX (2000000). GIOSX annual gain was more profitable for investors over the last year : 4.17 vs. JSORX (3.80). JSORX (18.88) and GIOSX (18.07) have equivalent 5 years return.
| GIOSX | JSORX | GIOSX / JSORX | |
| Total Expense Ratio | 0.94 | 0.60 | 157% |
| Annual Report Gross Expense Ratio | 0.98 | 0.73 | 134% |
| Fund Existence | 7 years | 18 years | - |
| Gain YTD | 0.998 | 1.728 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.42B | 9.28B | 101% |
| Annual Yield % from dividends | 6.09 | 4.04 | 151% |
| Returns for 1 year | 4.17 | 3.80 | 110% |
| Returns for 3 years | 23.33 | 15.28 | 153% |
| Returns for 5 years | 18.07 | 18.88 | 96% |
| Returns for 10 years | N/A | 38.36 | - |
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