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JSOAX vs JSORX
JSOAX vs JSORX Comparison
Open Charts JSOAX vs JSORX
JPMorgan Strategic Income Opports A
Price$11.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.45B
JPMorgan Strategic Income Opports R5
Price$11.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.45B
JSOAX vs JSORX Comparison Chart
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JSOAX vs. JSORX commentary
Jun 16, 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 JSOAX is a Hold and JSORX is a Hold.
FUNDAMENTALS
Fundamentals
JSOAX (10.4B) and JSORX (10.4B) have equal amount of cash in the bank . JSORX pays higher dividends than JSOAX: JSORX (4.76) vs JSOAX (4.38). JSOAX was incepted earlier than JSORX: JSOAX (17 years) vs JSORX (17 years). JSOAX (1.15) is less costly to investors than JSORX (0.76). JSOAX (565.00) and JSORX (565.00) have comparable annual turnover. JSORX has a lower initial minimum investment than JSOAX: JSORX (0) vs JSOAX (1000). JSORX annual gain was more profitable for investors over the last year : 4.78 vs. JSOAX (4.39). JSORX return over 5 years is better than : 17.21 vs. JSOAX (14.91).
| JSOAX | JSORX | JSOAX / JSORX | |
| Total Expense Ratio | 1.00 | 0.60 | 167% |
| Annual Report Gross Expense Ratio | 1.15 | 0.76 | 151% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 1.696 | 1.855 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 10.4B | 100% |
| Annual Yield % from dividends | 4.38 | 4.76 | 92% |
| Returns for 1 year | 4.39 | 4.78 | 92% |
| Returns for 3 years | 13.32 | 14.62 | 91% |
| Returns for 5 years | 14.91 | 17.21 | 87% |
| Returns for 10 years | 29.67 | 35.15 | 84% |
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