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JSOAX vs PMZNX
JSOAX vs PMZNX Comparison
Open Charts JSOAX vs PMZNX
JPMorgan Strategic Income Opports A
Price$11.42
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets10.47B
PIMCO Mortgage Opportunities and Bd I-3
Price$9.38
Change+$0.08 (+0.86%)
VolumeN/A
Net Assets12.07B
JSOAX vs PMZNX Comparison Chart in %
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JSOAX vs. PMZNX commentary
Aug 03, 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: 12.1B vs. JSOAX (10.5B). PMZNX pays higher dividends than JSOAX: PMZNX (6.54) vs JSOAX (4.20). JSOAX was incepted earlier than PMZNX: JSOAX (17 years) vs PMZNX (7 years). PMZNX (2.34) is less costly to investors than JSOAX (1.11). PMZNX is a more actively managed with annual turnover of: 1120.00 vs. JSOAX (544.00). 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 : 5.18 vs. JSOAX (4.28). PMZNX (15.32) and JSOAX (14.79) have equivalent 5 years return.
| JSOAX | PMZNX | JSOAX / PMZNX | |
| Total Expense Ratio | 1.00 | 2.29 | 44% |
| Annual Report Gross Expense Ratio | 1.11 | 2.34 | 47% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 2.159 | 4.437 | 49% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 12.1B | 87% |
| Annual Yield % from dividends | 4.20 | 6.54 | 64% |
| Returns for 1 year | 4.28 | 5.18 | 83% |
| Returns for 3 years | 14.02 | 15.31 | 92% |
| Returns for 5 years | 14.79 | 15.32 | 97% |
| Returns for 10 years | 30.72 | N/A | - |
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