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BATPX vs JSOSX
BATPX vs JSOSX Comparison
Open Charts BATPX vs JSOSX
BlackRock Allocation Target Shrs Ser P
Price$10.65
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets3.21M
JPMorgan Strategic Income Opports I
Price$11.48
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets10.48B
BATPX vs JSOSX Comparison Chart
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BATPX vs. JSOSX commentary
May 24, 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 BATPX is a Hold and JSOSX is a Hold.
FUNDAMENTALS
Fundamentals
JSOSX has more cash in the bank: 10.5B vs. BATPX (3.21M). BATPX pays higher dividends than JSOSX: BATPX (7.16) vs JSOSX (4.70). BATPX was incepted earlier than JSOSX: BATPX (12 years) vs JSOSX (17 years). JSOSX (0.89) and BATPX (0.87) have similar cost to investors . JSOSX is a more actively managed with annual turnover of: 565.00 vs. BATPX (0.00). BATPX has a lower initial minimum investment than JSOSX: BATPX (0) vs JSOSX (1000000). BATPX annual gain was more profitable for investors over the last year : 7.02 vs. JSOSX (4.62). BATPX return over 5 years is better than : 52.08 vs. JSOSX (17.20).
| BATPX | JSOSX | BATPX / JSOSX | |
| Total Expense Ratio | 0.00 | 0.75 | - |
| Annual Report Gross Expense Ratio | 0.87 | 0.89 | 98% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 2.596 | 1.629 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21M | 10.5B | 0% |
| Annual Yield % from dividends | 7.16 | 4.70 | 152% |
| Returns for 1 year | 7.02 | 4.62 | 152% |
| Returns for 3 years | 30.82 | 13.93 | 221% |
| Returns for 5 years | 52.08 | 17.20 | 303% |
| Returns for 10 years | 31.02 | 32.15 | 96% |
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