Interact to see
Advertisement
Advertisement
JSOCX vs JSOZX
JSOCX vs JSOZX Comparison
Open Charts JSOCX vs JSOZX
JSOCX vs JSOZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSOCX vs. JSOZX 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 JSOZX is a Hold.
FUNDAMENTALS
Fundamentals
JSOCX (9.28B) and JSOZX (9.28B) have equal amount of cash in the bank . JSOZX pays higher dividends than JSOCX: JSOZX (4.14) vs JSOCX (3.18). JSOCX was incepted earlier than JSOZX: JSOCX (18 years) vs JSOZX (9 years). JSOCX (1.61) is less costly to investors than JSOZX (0.61). JSOCX (544.00) and JSOZX (544.00) 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 : 3.99 vs. JSOCX (2.90). JSOZX return over 5 years is better than : 19.57 vs. JSOCX (13.60).
| JSOCX | JSOZX | JSOCX / JSOZX | |
| Total Expense Ratio | 1.50 | 0.50 | 300% |
| Annual Report Gross Expense Ratio | 1.61 | 0.61 | 264% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 1.292 | 1.778 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 9.28B | 100% |
| Annual Yield % from dividends | 3.18 | 4.14 | 77% |
| Returns for 1 year | 2.90 | 3.99 | 73% |
| Returns for 3 years | 12.18 | 15.62 | 78% |
| Returns for 5 years | 13.60 | 19.57 | 70% |
| Returns for 10 years | 26.32 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement