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JSORX vs JSOSX
JSORX vs JSOSX Comparison
Open Charts JSORX vs JSOSX
JSORX vs JSOSX Comparison Chart in %
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JSORX vs. JSOSX 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 JSORX is a Hold and JSOSX is a Hold.
FUNDAMENTALS
Fundamentals
JSORX (9.31B) and JSOSX (9.31B) have equal amount of cash in the bank . JSORX (3.94) and JSOSX (3.80) have matching dividends . JSORX was incepted earlier than JSOSX: JSORX (18 years) vs JSOSX (18 years). JSOSX (0.85) is less costly to investors than JSORX (0.72). 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 annual gain was more profitable for investors over the last year : 3.93 vs. JSOSX (3.68). JSORX return over 5 years is better than : 19.35 vs. JSOSX (18.39).
| JSORX | JSOSX | JSORX / JSOSX | |
| Total Expense Ratio | 0.60 | 0.75 | 80% |
| Annual Report Gross Expense Ratio | 0.72 | 0.85 | 85% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 2.116 | 2.030 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.31B | 9.31B | 100% |
| Annual Yield % from dividends | 3.94 | 3.80 | 104% |
| Returns for 1 year | 3.93 | 3.68 | 107% |
| Returns for 3 years | 15.03 | 14.44 | 104% |
| Returns for 5 years | 19.35 | 18.39 | 105% |
| Returns for 10 years | 37.23 | 35.01 | 106% |
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