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JSOAX vs JSOZX
JSOAX vs JSOZX Comparison
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JSOAX vs JSOZX Comparison Chart in %
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JSOAX vs. JSOZX 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 JSOZX is a Hold.
FUNDAMENTALS
Fundamentals
JSOAX (9.28B) and JSOZX (9.28B) have equal amount of cash in the bank . JSOZX pays higher dividends than JSOAX: JSOZX (4.14) vs JSOAX (3.66). JSOAX was incepted earlier than JSOZX: JSOAX (18 years) vs JSOZX (9 years). JSOAX (1.11) is less costly to investors than JSOZX (0.61). JSOAX (544.00) and JSOZX (544.00) 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 : 3.99 vs. JSOAX (3.49). JSOZX return over 5 years is better than : 19.57 vs. JSOAX (16.55).
| JSOAX | JSOZX | JSOAX / JSOZX | |
| Total Expense Ratio | 1.00 | 0.50 | 200% |
| Annual Report Gross Expense Ratio | 1.11 | 0.61 | 182% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 1.534 | 1.778 | 86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 9.28B | 100% |
| Annual Yield % from dividends | 3.66 | 4.14 | 88% |
| Returns for 1 year | 3.49 | 3.99 | 87% |
| Returns for 3 years | 13.88 | 15.62 | 89% |
| Returns for 5 years | 16.55 | 19.57 | 85% |
| Returns for 10 years | 32.88 | N/A | - |
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