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JSORX vs RPEIX
JSORX vs RPEIX Comparison
Open Charts JSORX vs RPEIX
JPMorgan Strategic Income Opports R5
Price$11.45
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets10.47B
T. Rowe Price Dynamic Global Bond I
Price$7.77
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.08B
JSORX vs RPEIX Comparison Chart in %
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JSORX vs. RPEIX commentary
Aug 02, 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 (4.08B). RPEIX pays higher dividends than JSORX: RPEIX (5.38) vs JSORX (4.58). JSORX was incepted earlier than RPEIX: JSORX (17 years) vs RPEIX (10 years). JSORX (0.73) is less costly to investors than RPEIX (0.52). JSORX is a more actively managed with annual turnover of: 544.00 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 : 6.17 vs. JSORX (4.67). JSORX return over 5 years is better than : 17.10 vs. RPEIX (-4.62).
| JSORX | RPEIX | JSORX / RPEIX | |
| Total Expense Ratio | 0.60 | 0.52 | 115% |
| Annual Report Gross Expense Ratio | 0.73 | 0.52 | 140% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 2.474 | 2.650 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 4.08B | 258% |
| Annual Yield % from dividends | 4.58 | 5.38 | 85% |
| Returns for 1 year | 4.67 | 6.17 | 76% |
| Returns for 3 years | 15.52 | -7.71 | -201% |
| Returns for 5 years | 17.10 | -4.62 | -370% |
| Returns for 10 years | 36.34 | N/A | - |
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