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JSOCX vs JSOZX
JSOCX vs JSOZX Comparison
Open Charts JSOCX vs JSOZX
JSOCX vs JSOZX Comparison Chart in %
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JSOCX vs. JSOZX 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 JSOZX is a Hold.
FUNDAMENTALS
Fundamentals
JSOCX (9.31B) and JSOZX (9.31B) have equal amount of cash in the bank . JSOZX pays higher dividends than JSOCX: JSOZX (4.04) vs JSOCX (3.08). JSOCX was incepted earlier than JSOZX: JSOCX (18 years) vs JSOZX (9 years). JSOCX (1.60) is less costly to investors than JSOZX (0.60). JSOCX (536.00) and JSOZX (536.00) 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 : 3.85 vs. JSOCX (2.85). JSOZX return over 5 years is better than : 19.94 vs. JSOCX (14.05).
| JSOCX | JSOZX | JSOCX / JSOZX | |
| Total Expense Ratio | 1.50 | 0.50 | 300% |
| Annual Report Gross Expense Ratio | 1.60 | 0.60 | 267% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 1.605 | 2.174 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.31B | 9.31B | 100% |
| Annual Yield % from dividends | 3.08 | 4.04 | 76% |
| Returns for 1 year | 2.85 | 3.85 | 74% |
| Returns for 3 years | 11.84 | 15.26 | 78% |
| Returns for 5 years | 14.05 | 19.94 | 70% |
| Returns for 10 years | 24.74 | N/A | - |
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