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BATAX vs JMAEX
BATAX vs JMAEX Comparison
Open Charts BATAX vs JMAEX
BlackRock Allocation Target Shrs Ser A
Price$9.50
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets3.73B
JHancock Mgd Acct Shrs Sctzd Dbt Port
Price$9.47
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets205.83M
BATAX vs JMAEX Comparison Chart
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BATAX vs. JMAEX 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 BATAX is a Hold and JMAEX is a Hold.
FUNDAMENTALS
Fundamentals
BATAX has more cash in the bank: 3.73B vs. JMAEX (206M). BATAX pays higher dividends than JMAEX: BATAX (6.26) vs JMAEX (4.63). BATAX was incepted earlier than JMAEX: BATAX (10 years) vs JMAEX (6 years). JMAEX (0.80) is less costly to investors than BATAX (0.04). BATAX is a more actively managed with annual turnover of: 53.00 vs. JMAEX (40.00). BATAX (0) and JMAEX (0) have matching initial minimum investment requirements. BATAX annual gain was more profitable for investors over the last year : 7.53 vs. JMAEX (6.79). BATAX return over 5 years is better than : 24.97 vs. JMAEX (13.48).
| BATAX | JMAEX | BATAX / JMAEX | |
| Total Expense Ratio | 0.01 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.04 | 0.80 | 5% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 2.971 | 2.670 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.73B | 206M | 1,811% |
| Annual Yield % from dividends | 6.26 | 4.63 | 135% |
| Returns for 1 year | 7.53 | 6.79 | 111% |
| Returns for 3 years | 20.18 | 15.90 | 127% |
| Returns for 5 years | 24.97 | 13.48 | 185% |
| Returns for 10 years | N/A | N/A | - |
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