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JSOAX vs PMZNX
JSOAX vs PMZNX Comparison
Open Charts JSOAX vs PMZNX
JPMorgan Strategic Income Opports A
Price$11.44
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets10.48B
PIMCO Mortgage Opportunities and Bd I-3
Price$9.24
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets11.54B
JSOAX vs PMZNX Comparison Chart
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JSOAX vs. PMZNX commentary
May 25, 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 PMZNX is a Hold.
FUNDAMENTALS
Fundamentals
PMZNX has more cash in the bank: 11.5B vs. JSOAX (10.5B). PMZNX pays higher dividends than JSOAX: PMZNX (6.99) vs JSOAX (4.47). JSOAX was incepted earlier than PMZNX: JSOAX (17 years) vs PMZNX (7 years). PMZNX (2.34) is less costly to investors than JSOAX (1.15). PMZNX is a more actively managed with annual turnover of: 1239.00 vs. JSOAX (565.00). JSOAX has a lower initial minimum investment than PMZNX: JSOAX (1000) vs PMZNX (1000000). PMZNX annual gain was more profitable for investors over the last year : 6.81 vs. JSOAX (4.38). PMZNX (16.33) and JSOAX (15.83) have equivalent 5 years return.
| JSOAX | PMZNX | JSOAX / PMZNX | |
| Total Expense Ratio | 1.00 | 2.29 | 44% |
| Annual Report Gross Expense Ratio | 1.15 | 2.34 | 49% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 1.551 | 2.284 | 68% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 11.5B | 91% |
| Annual Yield % from dividends | 4.47 | 6.99 | 64% |
| Returns for 1 year | 4.38 | 6.81 | 64% |
| Returns for 3 years | 13.22 | 12.09 | 109% |
| Returns for 5 years | 15.83 | 16.33 | 97% |
| Returns for 10 years | 28.99 | N/A | - |
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