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BATAX vs JMAEX
BATAX vs JMAEX Comparison
Open Charts BATAX vs JMAEX
BlackRock Allocation Target Shrs Ser A
Price$9.48
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets3.66B
JHancock Mgd Acct Shrs Sctzd Dbt Port
Price$9.50
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets202.96M
BATAX vs JMAEX Comparison Chart
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BATAX vs. JMAEX commentary
Apr 29, 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: 3.66B vs. JMAEX (203M). BATAX pays higher dividends than JMAEX: BATAX (6.31) vs JMAEX (4.53). 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. JMAEX (8.23) and BATAX (8.08) have marching annual gain over last year. BATAX return over 5 years is better than : 28.12 vs. JMAEX (14.61).
| 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 | 1.477 | 1.721 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.66B | 203M | 1,801% |
| Annual Yield % from dividends | 6.31 | 4.53 | 139% |
| Returns for 1 year | 8.08 | 8.23 | 98% |
| Returns for 3 years | 17.01 | 13.84 | 123% |
| Returns for 5 years | 28.12 | 14.61 | 192% |
| Returns for 10 years | N/A | N/A | - |
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