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BATPX vs JSOSX
BATPX vs JSOSX Comparison
Open Charts BATPX vs JSOSX
BlackRock Allocation Target Shrs Ser P
Price$10.50
Change-$0.12 (-1.13%)
VolumeN/A
Net Assets3.16M
JPMorgan Strategic Income Opports I
Price$11.45
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets10.47B
BATPX vs JSOSX Comparison Chart in %
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BATPX vs. JSOSX commentary
Aug 03, 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 (3.16M). BATPX pays higher dividends than JSOSX: BATPX (6.98) vs JSOSX (4.43). BATPX was incepted earlier than JSOSX: BATPX (12 years) vs JSOSX (17 years). BATPX (0.87) and JSOSX (0.86) have similar cost to investors . JSOSX is a more actively managed with annual turnover of: 544.00 vs. BATPX (134.00). 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 : 9.60 vs. JSOSX (4.53). BATPX return over 5 years is better than : 51.56 vs. JSOSX (16.25).
| BATPX | JSOSX | BATPX / JSOSX | |
| Total Expense Ratio | 0.00 | 0.75 | - |
| Annual Report Gross Expense Ratio | 0.87 | 0.86 | 101% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 2.115 | 2.389 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16M | 10.5B | 0% |
| Annual Yield % from dividends | 6.98 | 4.43 | 158% |
| Returns for 1 year | 9.60 | 4.53 | 212% |
| Returns for 3 years | 30.92 | 14.93 | 207% |
| Returns for 5 years | 51.56 | 16.25 | 317% |
| Returns for 10 years | 30.54 | 34.03 | 90% |
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