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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
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 JSOZX is a Hold.
FUNDAMENTALS
Fundamentals
JSORX (9.28B) and JSOZX (9.28B) have equal amount of cash in the bank . JSOZX (4.14) and JSORX (4.04) have matching dividends . JSORX was incepted earlier than JSOZX: JSORX (18 years) vs JSOZX (9 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 (3.99) and JSORX (3.80) have marching annual gain over last year. JSOZX (19.57) and JSORX (18.88) 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 | 18 years | 9 years | - |
| Gain YTD | 1.728 | 1.778 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 9.28B | 100% |
| Annual Yield % from dividends | 4.04 | 4.14 | 98% |
| Returns for 1 year | 3.80 | 3.99 | 95% |
| Returns for 3 years | 15.28 | 15.62 | 98% |
| Returns for 5 years | 18.88 | 19.57 | 96% |
| Returns for 10 years | 38.36 | N/A | - |
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