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BATPX vs JSOSX
BATPX vs JSOSX Comparison
Open Charts BATPX vs JSOSX
BlackRock Allocation Target Shrs Ser P
Price$10.35
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets3.14M
JPMorgan Strategic Income Opports I
Price$11.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.4B
BATPX vs JSOSX Comparison Chart
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BATPX vs. JSOSX commentary
May 01, 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: 10.4B vs. BATPX (3.14M). BATPX pays higher dividends than JSOSX: BATPX (7.14) vs JSOSX (4.80). 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). JSOSX annual gain was more profitable for investors over the last year : 4.53 vs. BATPX (3.63). BATPX return over 5 years is better than : 48.65 vs. JSOSX (17.84).
| 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 | -0.096 | 1.275 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14M | 10.4B | 0% |
| Annual Yield % from dividends | 7.14 | 4.80 | 149% |
| Returns for 1 year | 3.63 | 4.53 | 80% |
| Returns for 3 years | 25.89 | 13.14 | 197% |
| Returns for 5 years | 48.65 | 17.84 | 273% |
| Returns for 10 years | 27.58 | 31.80 | 87% |
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