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JSOCX vs JSOZX
JSOCX vs JSOZX Comparison
Open Charts JSOCX vs JSOZX
JPMorgan Strategic Income Opports C
Price$11.34
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets10.45B
JPMorgan Strategic Income Opports R6
Price$11.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.45B
JSOCX vs JSOZX Comparison Chart
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JSOCX vs. JSOZX commentary
Jun 16, 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 (10.4B) and JSOZX (10.4B) have equal amount of cash in the bank . JSOZX pays higher dividends than JSOCX: JSOZX (4.86) vs JSOCX (3.92). 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 : 4.97 vs. JSOCX (3.90). JSOZX return over 5 years is better than : 17.90 vs. JSOCX (12.15).
| 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 | 1.499 | 1.897 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 10.4B | 100% |
| Annual Yield % from dividends | 3.92 | 4.86 | 81% |
| Returns for 1 year | 3.90 | 4.97 | 78% |
| Returns for 3 years | 11.63 | 14.96 | 78% |
| Returns for 5 years | 12.15 | 17.90 | 68% |
| Returns for 10 years | 23.44 | N/A | - |
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