Interact to see
Advertisement
Advertisement
JSOCX vs JSOSX
JSOCX vs JSOSX Comparison
Open Charts JSOCX vs JSOSX
JPMorgan Strategic Income Opports C
Price$11.33
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.44B
JPMorgan Strategic Income Opports I
Price$11.45
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets10.44B
JSOCX vs JSOSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSOCX vs. JSOSX commentary
Jul 06, 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 JSOSX is a Hold.
FUNDAMENTALS
Fundamentals
JSOCX (10.4B) and JSOSX (10.4B) have equal amount of cash in the bank . JSOSX pays higher dividends than JSOCX: JSOSX (4.53) vs JSOCX (3.83). JSOCX was incepted earlier than JSOSX: JSOCX (17 years) vs JSOSX (17 years). JSOCX (1.65) is less costly to investors than JSOSX (0.89). JSOCX (544.00) and JSOSX (544.00) have comparable annual turnover. JSOCX has a lower initial minimum investment than JSOSX: JSOCX (1000) vs JSOSX (1000000). JSOSX annual gain was more profitable for investors over the last year : 4.53 vs. JSOCX (3.71). JSOSX return over 5 years is better than : 16.58 vs. JSOCX (12.26).
| JSOCX | JSOSX | JSOCX / JSOSX | |
| Total Expense Ratio | 1.50 | 0.75 | 200% |
| Annual Report Gross Expense Ratio | 1.65 | 0.89 | 185% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 1.693 | 2.140 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 10.4B | 100% |
| Annual Yield % from dividends | 3.83 | 4.53 | 85% |
| Returns for 1 year | 3.71 | 4.53 | 82% |
| Returns for 3 years | 12.19 | 14.80 | 82% |
| Returns for 5 years | 12.26 | 16.58 | 74% |
| Returns for 10 years | 23.74 | 33.40 | 71% |
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 % |
| CFLGX | 24.66 | 0.14 | +0.57% |
| ClearBridge Tactical Dividend Income A | |||
| ESIFX | 12.42 | 0.07 | +0.57% |
| Eaton Vance Balanced R6 | |||
| AVASX | 23.51 | 0.11 | +0.47% |
| American Beacon Large Cap Value Adv | |||
| VBINX | 50.17 | 0.22 | +0.44% |
| Vanguard Balanced Index Inv | |||
| SNOAX | 34.43 | 0.04 | +0.12% |
| Easterly Snow Long/Short Opportunity A | |||