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JSORX vs JSOZX
JSORX vs JSOZX Comparison
Open Charts JSORX vs JSOZX
JPMorgan Strategic Income Opports R5
Price$11.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.48B
JPMorgan Strategic Income Opports R6
Price$11.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.48B
JSORX vs JSOZX Comparison Chart
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JSORX vs. JSOZX commentary
May 25, 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 (4.94) and JSORX (4.84) have matching dividends . JSORX was incepted earlier than JSOZX: JSORX (17 years) vs JSOZX (8 years). JSORX (0.76) is less costly to investors than JSOZX (0.64). JSORX (565.00) and JSOZX (565.00) have comparable annual turnover. JSORX has a lower initial minimum investment than JSOZX: JSORX (0) vs JSOZX (15000000). JSOZX (4.88) and JSORX (4.77) have marching annual gain over last year. JSOZX (18.74) and JSORX (18.15) have equivalent 5 years return.
| JSORX | JSOZX | JSORX / JSOZX | |
| Total Expense Ratio | 0.60 | 0.50 | 120% |
| Annual Report Gross Expense Ratio | 0.76 | 0.64 | 119% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 1.676 | 1.709 | 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 | 4.84 | 4.94 | 98% |
| Returns for 1 year | 4.77 | 4.88 | 98% |
| Returns for 3 years | 14.52 | 14.86 | 98% |
| Returns for 5 years | 18.15 | 18.74 | 97% |
| Returns for 10 years | 34.34 | N/A | - |
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