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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
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 JSOAX is a Hold and JSORX is a Hold.
FUNDAMENTALS
Fundamentals
JSOAX (9.28B) and JSORX (9.28B) have equal amount of cash in the bank . JSORX pays higher dividends than JSOAX: JSORX (4.04) vs JSOAX (3.66). JSOAX was incepted earlier than JSORX: JSOAX (18 years) vs JSORX (18 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 : 3.80 vs. JSOAX (3.49). JSORX return over 5 years is better than : 18.88 vs. JSOAX (16.55).
| JSOAX | JSORX | JSOAX / JSORX | |
| Total Expense Ratio | 1.00 | 0.60 | 167% |
| Annual Report Gross Expense Ratio | 1.11 | 0.73 | 152% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 1.534 | 1.728 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 9.28B | 100% |
| Annual Yield % from dividends | 3.66 | 4.04 | 91% |
| Returns for 1 year | 3.49 | 3.80 | 92% |
| Returns for 3 years | 13.88 | 15.28 | 91% |
| Returns for 5 years | 16.55 | 18.88 | 88% |
| Returns for 10 years | 32.88 | 38.36 | 86% |
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