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JSOSX vs JSOZX
JSOSX vs JSOZX Comparison
Open Charts JSOSX vs JSOZX
JPMorgan Strategic Income Opports I
Price$11.48
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets10.48B
JPMorgan Strategic Income Opports R6
Price$11.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.48B
JSOSX vs JSOZX Comparison Chart
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JSOSX vs. JSOZX commentary
May 24, 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 JSOSX is a Hold and JSOZX is a Hold.
FUNDAMENTALS
Fundamentals
JSOSX (10.5B) and JSOZX (10.5B) have equal amount of cash in the bank . JSOZX (4.94) and JSOSX (4.70) have matching dividends . JSOSX was incepted earlier than JSOZX: JSOSX (17 years) vs JSOZX (8 years). JSOSX (0.89) is less costly to investors than JSOZX (0.64). JSOSX (565.00) and JSOZX (565.00) have comparable annual turnover. JSOSX has a lower initial minimum investment than JSOZX: JSOSX (1000000) vs JSOZX (15000000). JSOZX annual gain was more profitable for investors over the last year : 4.88 vs. JSOSX (4.62). JSOZX return over 5 years is better than : 18.74 vs. JSOSX (17.20).
| JSOSX | JSOZX | JSOSX / JSOZX | |
| Total Expense Ratio | 0.75 | 0.50 | 150% |
| Annual Report Gross Expense Ratio | 0.89 | 0.64 | 139% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 1.629 | 1.709 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 10.5B | 100% |
| Annual Yield % from dividends | 4.70 | 4.94 | 95% |
| Returns for 1 year | 4.62 | 4.88 | 95% |
| Returns for 3 years | 13.93 | 14.86 | 94% |
| Returns for 5 years | 17.20 | 18.74 | 92% |
| Returns for 10 years | 32.15 | N/A | - |
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