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JSORX vs JSOSX
JSORX vs JSOSX Comparison
Open Charts JSORX vs JSOSX
JPMorgan Strategic Income Opports R5
Price$11.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.43B
JPMorgan Strategic Income Opports I
Price$11.45
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets10.43B
JSORX vs JSOSX Comparison Chart in %
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JSORX vs. JSOSX commentary
Sep 09, 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 (10.4B) and JSOSX (10.4B) have equal amount of cash in the bank . JSORX (4.50) and JSOSX (4.35) have matching dividends . JSORX was incepted earlier than JSOSX: JSORX (17 years) vs JSOSX (17 years). JSOSX (0.86) is less costly to investors than JSORX (0.73). JSORX (544.00) and JSOSX (544.00) have comparable annual turnover. JSORX has a lower initial minimum investment than JSOSX: JSORX (0) vs JSOSX (1000000). JSORX (4.69) and JSOSX (4.55) have marching annual gain over last year. JSORX (17.15) and JSOSX (16.40) have equivalent 5 years return.
| JSORX | JSOSX | JSORX / JSOSX | |
| Total Expense Ratio | 0.60 | 0.75 | 80% |
| Annual Report Gross Expense Ratio | 0.73 | 0.86 | 85% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 2.951 | 2.943 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 10.4B | 100% |
| Annual Yield % from dividends | 4.50 | 4.35 | 103% |
| Returns for 1 year | 4.69 | 4.55 | 103% |
| Returns for 3 years | 15.53 | 15.03 | 103% |
| Returns for 5 years | 17.15 | 16.40 | 105% |
| Returns for 10 years | 37.41 | 35.21 | 106% |
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