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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+$0.02 (+0.18%)
VolumeN/A
Net Assets10.47B
JPMorgan Strategic Income Opports R5
Price$11.47
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets10.47B
JSOAX vs JSORX Comparison Chart in %
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JSOAX vs. JSORX commentary
Aug 03, 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 (10.5B) and JSORX (10.5B) have equal amount of cash in the bank . JSORX pays higher dividends than JSOAX: JSORX (4.58) vs JSOAX (4.20). JSOAX was incepted earlier than JSORX: JSOAX (17 years) vs JSORX (17 years). JSOAX (1.11) is less costly to investors than JSORX (0.73). JSOAX (544.00) and JSORX (544.00) 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 : 4.58 vs. JSOAX (4.28). JSORX return over 5 years is better than : 17.00 vs. JSOAX (14.79).
| JSOAX | JSORX | JSOAX / JSORX | |
| Total Expense Ratio | 1.00 | 0.60 | 167% |
| Annual Report Gross Expense Ratio | 1.11 | 0.73 | 152% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 2.159 | 2.385 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 10.5B | 100% |
| Annual Yield % from dividends | 4.20 | 4.58 | 92% |
| Returns for 1 year | 4.28 | 4.58 | 93% |
| Returns for 3 years | 14.02 | 15.32 | 91% |
| Returns for 5 years | 14.79 | 17.00 | 87% |
| Returns for 10 years | 30.72 | 36.22 | 85% |
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