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JSOSX vs JSOZX
JSOSX vs JSOZX Comparison
Open Charts JSOSX vs JSOZX
JSOSX vs JSOZX Comparison Chart in %
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JSOSX vs. JSOZX commentary
Aug 04, 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 JSOSX is a Hold and JSOZX is a Hold.
FUNDAMENTALS
Fundamentals
JSOSX (9.31B) and JSOZX (9.31B) have equal amount of cash in the bank . JSOZX pays higher dividends than JSOSX: JSOZX (4.04) vs JSOSX (3.80). JSOSX was incepted earlier than JSOZX: JSOSX (18 years) vs JSOZX (9 years). JSOSX (0.85) is less costly to investors than JSOZX (0.60). JSOSX (544.00) and JSOZX (544.00) 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 : 4.03 vs. JSOSX (3.68). JSOZX return over 5 years is better than : 19.94 vs. JSOSX (18.39).
| JSOSX | JSOZX | JSOSX / JSOZX | |
| Total Expense Ratio | 0.75 | 0.50 | 150% |
| Annual Report Gross Expense Ratio | 0.85 | 0.60 | 142% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 2.030 | 2.174 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.31B | 9.31B | 100% |
| Annual Yield % from dividends | 3.80 | 4.04 | 94% |
| Returns for 1 year | 3.68 | 4.03 | 91% |
| Returns for 3 years | 14.44 | 15.36 | 94% |
| Returns for 5 years | 18.39 | 19.94 | 92% |
| Returns for 10 years | 35.01 | N/A | - |
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