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JSOZX vs RPEIX
JSOZX vs RPEIX Comparison
Open Charts JSOZX vs RPEIX
JPMorgan Strategic Income Opports R6
Price$11.48
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets10.47B
T. Rowe Price Dynamic Global Bond I
Price$7.76
Change-$0.01 (-0.13%)
VolumeN/A
Net Assets4.08B
JSOZX vs RPEIX Comparison Chart in %
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JSOZX vs. RPEIX commentary
Aug 03, 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 JSOZX is a Hold and RPEIX is a Hold.
FUNDAMENTALS
Fundamentals
JSOZX has more cash in the bank: 10.5B vs. RPEIX (4.08B). RPEIX pays higher dividends than JSOZX: RPEIX (5.38) vs JSOZX (4.67). JSOZX was incepted earlier than RPEIX: JSOZX (8 years) vs RPEIX (10 years). JSOZX (0.61) is less costly to investors than RPEIX (0.52). JSOZX is a more actively managed with annual turnover of: 544.00 vs. RPEIX (66.40). RPEIX has a lower initial minimum investment than JSOZX: RPEIX (500000) vs JSOZX (15000000). RPEIX annual gain was more profitable for investors over the last year : 6.91 vs. JSOZX (4.78). JSOZX return over 5 years is better than : 17.68 vs. RPEIX (-4.21).
| JSOZX | RPEIX | JSOZX / RPEIX | |
| Total Expense Ratio | 0.50 | 0.52 | 96% |
| Annual Report Gross Expense Ratio | 0.61 | 0.52 | 117% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 2.444 | 3.101 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 500000 | 3,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 4.08B | 258% |
| Annual Yield % from dividends | 4.67 | 5.38 | 87% |
| Returns for 1 year | 4.78 | 6.91 | 69% |
| Returns for 3 years | 15.76 | -7.97 | -198% |
| Returns for 5 years | 17.68 | -4.21 | -420% |
| Returns for 10 years | N/A | N/A | - |
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