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JSOCX vs JSORX
JSOCX vs JSORX Comparison
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JSOCX vs JSORX Comparison Chart in %
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JSOCX vs. JSORX 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 JSOCX is a Hold and JSORX is a Hold.
FUNDAMENTALS
Fundamentals
JSOCX (9.28B) and JSORX (9.28B) have equal amount of cash in the bank . JSORX pays higher dividends than JSOCX: JSORX (4.04) vs JSOCX (3.18). JSOCX was incepted earlier than JSORX: JSOCX (18 years) vs JSORX (18 years). JSOCX (1.61) is less costly to investors than JSORX (0.73). JSOCX (544.00) and JSORX (544.00) 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 : 3.80 vs. JSOCX (2.90). JSORX return over 5 years is better than : 18.88 vs. JSOCX (13.60).
| JSOCX | JSORX | JSOCX / JSORX | |
| Total Expense Ratio | 1.50 | 0.60 | 250% |
| Annual Report Gross Expense Ratio | 1.61 | 0.73 | 221% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 1.292 | 1.728 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 9.28B | 100% |
| Annual Yield % from dividends | 3.18 | 4.04 | 79% |
| Returns for 1 year | 2.90 | 3.80 | 76% |
| Returns for 3 years | 12.18 | 15.28 | 80% |
| Returns for 5 years | 13.60 | 18.88 | 72% |
| Returns for 10 years | 26.32 | 38.36 | 69% |
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