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JSORX vs RPEIX
JSORX vs RPEIX Comparison
Open Charts JSORX vs RPEIX
JPMorgan Strategic Income Opports R5
Price$11.44
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.37B
T. Rowe Price Dynamic Global Bond I
Price$7.73
Change-$0.01 (-0.13%)
VolumeN/A
Net Assets4.01B
JSORX vs RPEIX Comparison Chart
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JSORX vs. RPEIX commentary
Apr 30, 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 RPEIX is a Hold.
FUNDAMENTALS
Fundamentals
JSORX has more cash in the bank: 10.4B vs. RPEIX (4.01B). RPEIX pays higher dividends than JSORX: RPEIX (5.47) vs JSORX (4.94). JSORX was incepted earlier than RPEIX: JSORX (17 years) vs RPEIX (10 years). JSORX (0.76) is less costly to investors than RPEIX (0.52). JSORX is a more actively managed with annual turnover of: 565.00 vs. RPEIX (66.40). JSORX has a lower initial minimum investment than RPEIX: JSORX (0) vs RPEIX (500000). RPEIX (4.73) and JSORX (4.59) have marching annual gain over last year. JSORX return over 5 years is better than : 18.59 vs. RPEIX (-3.41).
| JSORX | RPEIX | JSORX / RPEIX | |
| Total Expense Ratio | 0.60 | 0.52 | 115% |
| Annual Report Gross Expense Ratio | 0.76 | 0.52 | 146% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 1.234 | 0.747 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 4.01B | 259% |
| Annual Yield % from dividends | 4.94 | 5.47 | 90% |
| Returns for 1 year | 4.59 | 4.73 | 97% |
| Returns for 3 years | 13.53 | -11.12 | -122% |
| Returns for 5 years | 18.59 | -3.41 | -546% |
| Returns for 10 years | 33.86 | N/A | - |
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