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JSORX vs JSOSX
JSORX vs JSOSX Comparison
Open Charts JSORX vs JSOSX
JPMorgan Strategic Income Opports R5
Price$11.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.48B
JPMorgan Strategic Income Opports I
Price$11.48
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets10.48B
JSORX vs JSOSX Comparison Chart
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JSORX vs. JSOSX commentary
May 24, 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 JSORX is a Hold and JSOSX is a Hold.
FUNDAMENTALS
Fundamentals
JSORX (10.5B) and JSOSX (10.5B) have equal amount of cash in the bank . JSORX (4.84) and JSOSX (4.70) have matching dividends . JSORX was incepted earlier than JSOSX: JSORX (17 years) vs JSOSX (17 years). JSOSX (0.89) is less costly to investors than JSORX (0.76). JSORX (565.00) and JSOSX (565.00) have comparable annual turnover. JSORX has a lower initial minimum investment than JSOSX: JSORX (0) vs JSOSX (1000000). JSORX (4.77) and JSOSX (4.62) have marching annual gain over last year. JSORX return over 5 years is better than : 18.15 vs. JSOSX (17.20).
| JSORX | JSOSX | JSORX / JSOSX | |
| Total Expense Ratio | 0.60 | 0.75 | 80% |
| Annual Report Gross Expense Ratio | 0.76 | 0.89 | 85% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 1.676 | 1.629 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 10.5B | 100% |
| Annual Yield % from dividends | 4.84 | 4.70 | 103% |
| Returns for 1 year | 4.77 | 4.62 | 103% |
| Returns for 3 years | 14.52 | 13.93 | 104% |
| Returns for 5 years | 18.15 | 17.20 | 106% |
| Returns for 10 years | 34.34 | 32.15 | 107% |
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