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JSOAX vs JSORX
JSOAX vs JSORX Comparison
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JSOAX vs JSORX Comparison Chart in %
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JSOAX vs. JSORX commentary
Aug 04, 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 JSOAX is a Hold and JSORX is a Hold.
FUNDAMENTALS
Fundamentals
JSOAX (9.31B) and JSORX (9.31B) have equal amount of cash in the bank . JSORX pays higher dividends than JSOAX: JSORX (3.94) vs JSOAX (3.56). JSOAX was incepted earlier than JSORX: JSOAX (18 years) vs JSORX (18 years). JSOAX (1.10) is less costly to investors than JSORX (0.72). JSOAX (536.00) and JSORX (536.00) 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 : 3.74 vs. JSOAX (3.35). JSORX return over 5 years is better than : 19.35 vs. JSOAX (17.01).
| JSOAX | JSORX | JSOAX / JSORX | |
| Total Expense Ratio | 1.00 | 0.60 | 167% |
| Annual Report Gross Expense Ratio | 1.10 | 0.72 | 153% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 1.888 | 2.116 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.31B | 9.31B | 100% |
| Annual Yield % from dividends | 3.56 | 3.94 | 90% |
| Returns for 1 year | 3.35 | 3.74 | 89% |
| Returns for 3 years | 13.63 | 14.93 | 91% |
| Returns for 5 years | 17.01 | 19.35 | 88% |
| Returns for 10 years | 31.22 | 36.63 | 85% |
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