Interact to see
Advertisement
Advertisement
JSOCX vs JSORX
JSOCX vs JSORX Comparison
Open Charts JSOCX vs JSORX
JSOCX vs JSORX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSOCX vs. JSORX commentary
Aug 04, 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 (9.31B) and JSORX (9.31B) have equal amount of cash in the bank . JSORX pays higher dividends than JSOCX: JSORX (3.94) vs JSOCX (3.08). JSOCX was incepted earlier than JSORX: JSOCX (18 years) vs JSORX (18 years). JSOCX (1.60) is less costly to investors than JSORX (0.72). JSOCX (536.00) and JSORX (536.00) 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 : 3.74 vs. JSOCX (2.85). JSORX return over 5 years is better than : 19.35 vs. JSOCX (14.05).
| JSOCX | JSORX | JSOCX / JSORX | |
| Total Expense Ratio | 1.50 | 0.60 | 250% |
| Annual Report Gross Expense Ratio | 1.60 | 0.72 | 222% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 1.605 | 2.116 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.31B | 9.31B | 100% |
| Annual Yield % from dividends | 3.08 | 3.94 | 78% |
| Returns for 1 year | 2.85 | 3.74 | 76% |
| Returns for 3 years | 11.84 | 14.93 | 79% |
| Returns for 5 years | 14.05 | 19.35 | 73% |
| Returns for 10 years | 24.74 | 36.63 | 68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CVERX | 18.88 | N/A | N/A |
| Columbia Select Mid Cap Value Instl 2 | |||
| HRCAX | 114.60 | N/A | N/A |
| Harbor Capital Appreciation Admin | |||
| VMSGX | 23.13 | N/A | N/A |
| VALIC Company I Mid Cap Strategic Gr | |||
| IRCIX | 13.68 | N/A | N/A |
| Voya Russell Small Cap Index Port S2 | |||
| LMVVX | 33.26 | N/A | N/A |
| Lord Abbett Focused Small Cap Value R5 | |||