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JSOCX vs JSOZX
JSOCX vs JSOZX Comparison
Open Charts JSOCX vs JSOZX
JPMorgan Strategic Income Opports C
Price$11.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.48B
JPMorgan Strategic Income Opports R6
Price$11.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.48B
JSOCX vs JSOZX Comparison Chart
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JSOCX vs. JSOZX 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 JSOZX is a Hold.
FUNDAMENTALS
Fundamentals
JSOCX (10.5B) and JSOZX (10.5B) have equal amount of cash in the bank . JSOZX pays higher dividends than JSOCX: JSOZX (4.94) vs JSOCX (4.00). JSOCX was incepted earlier than JSOZX: JSOCX (17 years) vs JSOZX (8 years). JSOCX (1.65) is less costly to investors than JSOZX (0.64). JSOCX (565.00) and JSOZX (565.00) have comparable annual turnover. JSOCX has a lower initial minimum investment than JSOZX: JSOCX (1000) vs JSOZX (15000000). JSOZX annual gain was more profitable for investors over the last year : 4.88 vs. JSOCX (3.81). JSOZX return over 5 years is better than : 18.74 vs. JSOCX (12.96).
| JSOCX | JSOZX | JSOCX / JSOZX | |
| Total Expense Ratio | 1.50 | 0.50 | 300% |
| Annual Report Gross Expense Ratio | 1.65 | 0.64 | 258% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 1.306 | 1.709 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 10.5B | 100% |
| Annual Yield % from dividends | 4.00 | 4.94 | 81% |
| Returns for 1 year | 3.81 | 4.88 | 78% |
| Returns for 3 years | 11.43 | 14.86 | 77% |
| Returns for 5 years | 12.96 | 18.74 | 69% |
| Returns for 10 years | 22.58 | N/A | - |
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