Interact to see
Advertisement
Advertisement
JSOAX vs JSOSX
JSOAX vs JSOSX Comparison
Open Charts JSOAX vs JSOSX
JPMorgan Strategic Income Opports A
Price$11.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.44B
JPMorgan Strategic Income Opports I
Price$11.45
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets10.44B
JSOAX vs JSOSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSOAX vs. JSOSX commentary
Jul 06, 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 JSOSX is a Hold.
FUNDAMENTALS
Fundamentals
JSOAX (10.4B) and JSOSX (10.4B) have equal amount of cash in the bank . JSOSX pays higher dividends than JSOAX: JSOSX (4.53) vs JSOAX (4.29). JSOAX was incepted earlier than JSOSX: JSOAX (17 years) vs JSOSX (17 years). JSOAX (1.15) is less costly to investors than JSOSX (0.89). JSOAX (544.00) and JSOSX (544.00) have comparable annual turnover. JSOAX has a lower initial minimum investment than JSOSX: JSOAX (1000) vs JSOSX (1000000). JSOSX annual gain was more profitable for investors over the last year : 4.53 vs. JSOAX (4.20). JSOSX return over 5 years is better than : 16.58 vs. JSOAX (15.12).
| JSOAX | JSOSX | JSOAX / JSOSX | |
| Total Expense Ratio | 1.00 | 0.75 | 133% |
| Annual Report Gross Expense Ratio | 1.15 | 0.89 | 129% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 1.931 | 2.140 | 90% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 10.4B | 100% |
| Annual Yield % from dividends | 4.29 | 4.53 | 95% |
| Returns for 1 year | 4.20 | 4.53 | 93% |
| Returns for 3 years | 13.89 | 14.80 | 94% |
| Returns for 5 years | 15.12 | 16.58 | 91% |
| Returns for 10 years | 30.09 | 33.40 | 90% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IMOPX | 3.95 | 0.05 | +1.28% |
| Voya MidCap Opportunities Port S2 | |||
| LCBDX | 24.89 | 0.13 | +0.53% |
| ClearBridge Tactical Dividend Income IS | |||
| AALRX | 28.32 | 0.14 | +0.50% |
| American Beacon Large Cap Value R6 | |||
| FSGEX | 16.93 | 0.03 | +0.18% |
| Fidelity Series Global ex US Index | |||
| SNOIX | 34.85 | 0.05 | +0.14% |
| Easterly Snow Long/Short Opportunity I | |||