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JSOCX vs JSORX
JSOCX vs JSORX Comparison
Open Charts JSOCX vs JSORX
JPMorgan Strategic Income Opports C
Price$11.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.48B
JPMorgan Strategic Income Opports R5
Price$11.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.48B
JSOCX vs JSORX Comparison Chart
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JSOCX vs. JSORX 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 JSOCX is a Hold and JSORX is a Hold.
FUNDAMENTALS
Fundamentals
JSOCX (10.5B) and JSORX (10.5B) have equal amount of cash in the bank . JSORX pays higher dividends than JSOCX: JSORX (4.84) vs JSOCX (4.00). JSOCX was incepted earlier than JSORX: JSOCX (17 years) vs JSORX (17 years). JSOCX (1.65) is less costly to investors than JSORX (0.76). JSOCX (565.00) and JSORX (565.00) have comparable annual turnover. JSORX has a lower initial minimum investment than JSOCX: JSORX (0) vs JSOCX (1000). JSORX annual gain was more profitable for investors over the last year : 4.77 vs. JSOCX (3.81). JSORX return over 5 years is better than : 18.15 vs. JSOCX (12.96).
| JSOCX | JSORX | JSOCX / JSORX | |
| Total Expense Ratio | 1.50 | 0.60 | 250% |
| Annual Report Gross Expense Ratio | 1.65 | 0.76 | 217% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 1.306 | 1.676 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 10.5B | 100% |
| Annual Yield % from dividends | 4.00 | 4.84 | 83% |
| Returns for 1 year | 3.81 | 4.77 | 80% |
| Returns for 3 years | 11.43 | 14.52 | 79% |
| Returns for 5 years | 12.96 | 18.15 | 71% |
| Returns for 10 years | 22.58 | 34.34 | 66% |
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