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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-$0.00 (-0.00%)
VolumeN/A
Net Assets10.42B
PIMCO Mortgage Opportunities and Bd I-3
Price$9.45
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets12.61B
JSOAX vs PMZNX Comparison Chart in %
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JSOAX vs. PMZNX commentary
Sep 10, 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: 12.6B vs. JSOAX (10.4B). PMZNX pays higher dividends than JSOAX: PMZNX (6.26) vs JSOAX (4.12). JSOAX was incepted earlier than PMZNX: JSOAX (17 years) vs PMZNX (7 years). PMZNX (1.88) 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 : 6.09 vs. JSOAX (4.30). PMZNX return over 5 years is better than : 16.62 vs. JSOAX (14.84).
| JSOAX | PMZNX | JSOAX / PMZNX | |
| Total Expense Ratio | 1.00 | 1.83 | 55% |
| Annual Report Gross Expense Ratio | 1.11 | 1.88 | 59% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 2.692 | 6.851 | 39% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 12.6B | 83% |
| Annual Yield % from dividends | 4.12 | 6.26 | 66% |
| Returns for 1 year | 4.30 | 6.09 | 71% |
| Returns for 3 years | 14.12 | 18.71 | 75% |
| Returns for 5 years | 14.84 | 16.62 | 89% |
| Returns for 10 years | 31.87 | N/A | - |
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