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JSOAX vs JSORX
JSOAX vs JSORX Comparison
Open Charts JSOAX vs JSORX
JPMorgan Strategic Income Opports A
Price$11.44
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets10.48B
JPMorgan Strategic Income Opports R5
Price$11.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.48B
JSOAX vs JSORX Comparison Chart
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JSOAX vs. JSORX commentary
May 25, 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 (4.84) vs JSOAX (4.47). 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 : 4.77 vs. JSOAX (4.38). JSORX return over 5 years is better than : 18.15 vs. JSOAX (15.83).
| 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 | 1.551 | 1.676 | 93% |
| 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 | 4.47 | 4.84 | 92% |
| Returns for 1 year | 4.38 | 4.77 | 92% |
| Returns for 3 years | 13.22 | 14.52 | 91% |
| Returns for 5 years | 15.83 | 18.15 | 87% |
| Returns for 10 years | 28.99 | 34.34 | 84% |
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