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JSOSX vs MSDIX
JSOSX vs MSDIX Comparison
Open Charts JSOSX vs MSDIX
JPMorgan Strategic Income Opports I
Price$11.44
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.43B
NYLI MacKay Strategic Bond
Price$8.63
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets991.06M
JSOSX vs MSDIX Comparison Chart
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JSOSX vs. MSDIX commentary
May 04, 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 MSDIX is a Hold.
FUNDAMENTALS
Fundamentals
JSOSX has more cash in the bank: 10.4B vs. MSDIX (991M). MSDIX pays higher dividends than JSOSX: MSDIX (5.49) vs JSOSX (4.70). JSOSX was incepted earlier than MSDIX: JSOSX (17 years) vs MSDIX (21 years). JSOSX (0.89) is less costly to investors than MSDIX (0.76). JSOSX is a more actively managed with annual turnover of: 565.00 vs. MSDIX (131.00). JSOSX (1000000) and MSDIX (1000000) have matching initial minimum investment requirements. MSDIX annual gain was more profitable for investors over the last year : 8.41 vs. JSOSX (4.53). MSDIX return over 5 years is better than : 26.35 vs. JSOSX (17.94).
| JSOSX | MSDIX | JSOSX / MSDIX | |
| Total Expense Ratio | 0.75 | 0.70 | 107% |
| Annual Report Gross Expense Ratio | 0.89 | 0.76 | 117% |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | 1.363 | 2.372 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 991M | 1,049% |
| Annual Yield % from dividends | 4.70 | 5.49 | 86% |
| Returns for 1 year | 4.53 | 8.41 | 54% |
| Returns for 3 years | 13.24 | 17.55 | 75% |
| Returns for 5 years | 17.94 | 26.35 | 68% |
| Returns for 10 years | 31.81 | 35.75 | 89% |
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