Interact to see
Advertisement
Advertisement
JSORX vs RPEIX
JSORX vs RPEIX Comparison
Open Charts JSORX vs RPEIX
JPMorgan Strategic Income Opports R5
Price$11.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.46B
T. Rowe Price Dynamic Global Bond I
Price$7.80
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets4.06B
JSORX vs RPEIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSORX vs. RPEIX commentary
Jun 07, 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: 10.5B vs. RPEIX (4.06B). RPEIX pays higher dividends than JSORX: RPEIX (5.36) vs JSORX (4.76). 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 annual gain was more profitable for investors over the last year : 6.79 vs. JSORX (4.87). JSORX return over 5 years is better than : 17.11 vs. RPEIX (-2.30).
| 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 | 1.766 | 2.457 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 4.06B | 258% |
| Annual Yield % from dividends | 4.76 | 5.36 | 89% |
| Returns for 1 year | 4.87 | 6.79 | 72% |
| Returns for 3 years | 14.62 | -9.58 | -153% |
| Returns for 5 years | 17.11 | -2.30 | -743% |
| Returns for 10 years | 34.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement