BATAX
Price
$9.46
Change
-$0.01 (-0.11%)
Updated
Sep 14 closing price
Net Assets
5.26B
JMAEX
Price
$9.30
Change
-$0.01 (-0.11%)
Updated
Sep 14 closing price
Net Assets
332.34M
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BATAX vs JMAEX

BATAX vs JMAEX Comparison Chart in %
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BATAX vs. JMAEX commentary
Sep 15, 2026

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.

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FUNDAMENTALS
Fundamentals
BATAX has more cash in the bank: 5.26B vs. JMAEX (332M). BATAX pays higher dividends than JMAEX: BATAX (5.56) vs JMAEX (4.58). BATAX was incepted earlier than JMAEX: BATAX (11 years) vs JMAEX (7 years). JMAEX (0.74) is less costly to investors than BATAX (0.02). BATAX is a more actively managed with annual turnover of: 59.00 vs. JMAEX (28.00). BATAX (0) and JMAEX (0) have matching initial minimum investment requirements. BATAX annual gain was more profitable for investors over the last year : 4.38 vs. JMAEX (2.01). BATAX return over 5 years is better than : 22.41 vs. JMAEX (12.79).
BATAXJMAEXBATAX / JMAEX
Total Expense Ratio0.000.00-
Annual Report Gross Expense Ratio0.020.743%
Fund Existence11 years7 years-
Gain YTD2.5120.501502%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets5.26B332M1,585%
Annual Yield % from dividends5.564.58121%
Returns for 1 year4.382.01217%
Returns for 3 years23.0319.18120%
Returns for 5 years22.4112.79175%
Returns for 10 years50.53N/A-
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