Interact to see
Advertisement
Advertisement
JSORX vs JSOSX
JSORX vs JSOSX Comparison
Open Charts JSORX vs JSOSX
JSORX vs JSOSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSORX vs. JSOSX 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 JSORX is a Hold and JSOSX is a Hold.
FUNDAMENTALS
Fundamentals
JSORX (9.26B) and JSOSX (9.26B) have equal amount of cash in the bank . JSORX (4.04) and JSOSX (3.90) have matching dividends . JSORX was incepted earlier than JSOSX: JSORX (18 years) vs JSOSX (18 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 (3.80) and JSOSX (3.65) have marching annual gain over last year. JSORX (18.88) and JSOSX (18.02) 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 | 18 years | 18 years | - |
| Gain YTD | 1.728 | 1.655 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.26B | 9.26B | 100% |
| Annual Yield % from dividends | 4.04 | 3.90 | 104% |
| Returns for 1 year | 3.80 | 3.65 | 104% |
| Returns for 3 years | 15.28 | 14.69 | 104% |
| Returns for 5 years | 18.88 | 18.02 | 105% |
| Returns for 10 years | 38.36 | 36.12 | 106% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement