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JSORX vs JSOZX
JSORX vs JSOZX Comparison
Open Charts JSORX vs JSOZX
JSORX vs JSOZX Comparison Chart in %
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JSORX vs. JSOZX 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 JSOZX is a Hold.
FUNDAMENTALS
Fundamentals
JSORX (9.31B) and JSOZX (9.31B) have equal amount of cash in the bank . JSOZX (4.04) and JSORX (3.94) have matching dividends . JSORX was incepted earlier than JSOZX: JSORX (18 years) vs JSOZX (9 years). JSORX (0.72) is less costly to investors than JSOZX (0.60). JSORX (536.00) and JSOZX (536.00) have comparable annual turnover. JSORX has a lower initial minimum investment than JSOZX: JSORX (0) vs JSOZX (15000000). JSOZX (3.85) and JSORX (3.74) have marching annual gain over last year. JSOZX (19.94) and JSORX (19.35) have equivalent 5 years return.
| JSORX | JSOZX | JSORX / JSOZX | |
| Total Expense Ratio | 0.60 | 0.50 | 120% |
| Annual Report Gross Expense Ratio | 0.72 | 0.60 | 120% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 2.116 | 2.174 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.31B | 9.31B | 100% |
| Annual Yield % from dividends | 3.94 | 4.04 | 98% |
| Returns for 1 year | 3.74 | 3.85 | 97% |
| Returns for 3 years | 14.93 | 15.26 | 98% |
| Returns for 5 years | 19.35 | 19.94 | 97% |
| Returns for 10 years | 36.63 | N/A | - |
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