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JSORX vs JSOZX
JSORX vs JSOZX Comparison
Open Charts JSORX vs JSOZX
JPMorgan Strategic Income Opports R5
Price$11.47
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets10.48B
JPMorgan Strategic Income Opports R6
Price$11.48
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets10.48B
JSORX vs JSOZX Comparison Chart in %
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JSORX vs. JSOZX commentary
Aug 03, 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 JSOZX is a Hold.
FUNDAMENTALS
Fundamentals
JSORX (10.5B) and JSOZX (10.5B) have equal amount of cash in the bank . JSOZX (4.67) and JSORX (4.58) have matching dividends . JSORX was incepted earlier than JSOZX: JSORX (17 years) vs JSOZX (8 years). JSORX (0.73) is less costly to investors than JSOZX (0.61). JSORX (544.00) and JSOZX (544.00) have comparable annual turnover. JSORX has a lower initial minimum investment than JSOZX: JSORX (0) vs JSOZX (15000000). JSOZX (4.96) and JSORX (4.77) have marching annual gain over last year. JSOZX (17.89) and JSORX (17.20) have equivalent 5 years return.
| JSORX | JSOZX | JSORX / JSOZX | |
| Total Expense Ratio | 0.60 | 0.50 | 120% |
| Annual Report Gross Expense Ratio | 0.73 | 0.61 | 120% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 2.564 | 2.622 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 10.5B | 100% |
| Annual Yield % from dividends | 4.58 | 4.67 | 98% |
| Returns for 1 year | 4.77 | 4.96 | 96% |
| Returns for 3 years | 15.52 | 15.96 | 97% |
| Returns for 5 years | 17.20 | 17.89 | 96% |
| Returns for 10 years | 36.46 | N/A | - |
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