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JSOSX vs RPEIX
JSOSX vs RPEIX Comparison
Open Charts JSOSX vs RPEIX
JPMorgan Strategic Income Opports I
Price$11.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.37B
T. Rowe Price Dynamic Global Bond I
Price$7.73
Change-$0.01 (-0.13%)
VolumeN/A
Net Assets4.01B
JSOSX vs RPEIX Comparison Chart
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JSOSX vs. RPEIX commentary
Apr 30, 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 RPEIX is a Hold.
FUNDAMENTALS
Fundamentals
JSOSX has more cash in the bank: 10.4B vs. RPEIX (4.01B). RPEIX pays higher dividends than JSOSX: RPEIX (5.47) vs JSOSX (4.80). JSOSX was incepted earlier than RPEIX: JSOSX (17 years) vs RPEIX (10 years). JSOSX (0.89) is less costly to investors than RPEIX (0.52). JSOSX is a more actively managed with annual turnover of: 565.00 vs. RPEIX (66.40). RPEIX has a lower initial minimum investment than JSOSX: RPEIX (500000) vs JSOSX (1000000). RPEIX (4.73) and JSOSX (4.53) have marching annual gain over last year. JSOSX return over 5 years is better than : 17.84 vs. RPEIX (-3.41).
| JSOSX | RPEIX | JSOSX / RPEIX | |
| Total Expense Ratio | 0.75 | 0.52 | 144% |
| Annual Report Gross Expense Ratio | 0.89 | 0.52 | 171% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 1.275 | 0.747 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 4.01B | 259% |
| Annual Yield % from dividends | 4.80 | 5.47 | 88% |
| Returns for 1 year | 4.53 | 4.73 | 96% |
| Returns for 3 years | 13.14 | -11.12 | -118% |
| Returns for 5 years | 17.84 | -3.41 | -524% |
| Returns for 10 years | 31.80 | N/A | - |
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