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JSOZX vs RPEIX
JSOZX vs RPEIX Comparison
Open Charts JSOZX vs RPEIX
JPMorgan Strategic Income Opports R6
Price$11.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.46B
T. Rowe Price Dynamic Global Bond I
Price$7.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.06B
JSOZX vs RPEIX Comparison Chart
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JSOZX vs. RPEIX commentary
Jun 08, 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 (4.06B). RPEIX pays higher dividends than JSOZX: RPEIX (5.36) vs JSOZX (4.86). JSOZX was incepted earlier than RPEIX: JSOZX (8 years) vs RPEIX (10 years). JSOZX (0.64) is less costly to investors than RPEIX (0.52). JSOZX is a more actively managed with annual turnover of: 565.00 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 : 7.07 vs. JSOZX (4.97). JSOZX return over 5 years is better than : 17.69 vs. RPEIX (-2.18).
| JSOZX | RPEIX | JSOZX / RPEIX | |
| Total Expense Ratio | 0.50 | 0.52 | 96% |
| Annual Report Gross Expense Ratio | 0.64 | 0.52 | 123% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 1.808 | 2.588 | 70% |
| 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 | 4.06B | 258% |
| Annual Yield % from dividends | 4.86 | 5.36 | 91% |
| Returns for 1 year | 4.97 | 7.07 | 70% |
| Returns for 3 years | 14.96 | -9.10 | -164% |
| Returns for 5 years | 17.69 | -2.18 | -812% |
| Returns for 10 years | N/A | N/A | - |
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