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JSOAX vs JSOZX
JSOAX vs JSOZX Comparison
Open Charts JSOAX vs JSOZX
JPMorgan Strategic Income Opports A
Price$11.39
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.37B
JPMorgan Strategic Income Opports R6
Price$11.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.37B
JSOAX vs JSOZX Comparison Chart
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JSOAX vs. JSOZX commentary
Apr 30, 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 JSOZX is a Hold.
FUNDAMENTALS
Fundamentals
JSOAX (10.4B) and JSOZX (10.4B) have equal amount of cash in the bank . JSOZX pays higher dividends than JSOAX: JSOZX (5.04) vs JSOAX (4.57). JSOAX was incepted earlier than JSOZX: JSOAX (17 years) vs JSOZX (7 years). JSOAX (1.15) is less costly to investors than JSOZX (0.64). JSOAX (565.00) and JSOZX (565.00) have comparable annual turnover. JSOAX has a lower initial minimum investment than JSOZX: JSOAX (1000) vs JSOZX (15000000). JSOZX annual gain was more profitable for investors over the last year : 4.78 vs. JSOAX (4.20). JSOZX return over 5 years is better than : 19.28 vs. JSOAX (16.36).
| JSOAX | JSOZX | JSOAX / JSOZX | |
| Total Expense Ratio | 1.00 | 0.50 | 200% |
| Annual Report Gross Expense Ratio | 1.15 | 0.64 | 180% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 1.107 | 1.267 | 87% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 10.4B | 100% |
| Annual Yield % from dividends | 4.57 | 5.04 | 91% |
| Returns for 1 year | 4.20 | 4.78 | 88% |
| Returns for 3 years | 12.23 | 13.96 | 88% |
| Returns for 5 years | 16.36 | 19.28 | 85% |
| Returns for 10 years | 28.43 | N/A | - |
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