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BATPX vs JSOSX
BATPX vs JSOSX Comparison
Open Charts BATPX vs JSOSX
BlackRock Allocation Target Shrs Ser P
Price$10.41
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets3.11M
JPMorgan Strategic Income Opports I
Price$11.45
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets10.43B
BATPX vs JSOSX Comparison Chart in %
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BATPX vs. JSOSX commentary
Sep 09, 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 (3.11M). BATPX pays higher dividends than JSOSX: BATPX (7.04) vs JSOSX (4.35). BATPX was incepted earlier than JSOSX: BATPX (12 years) vs JSOSX (17 years). BATPX (2.13) is less costly to investors than JSOSX (0.86). 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 : 9.75 vs. JSOSX (4.55). BATPX return over 5 years is better than : 46.95 vs. JSOSX (16.40).
| BATPX | JSOSX | BATPX / JSOSX | |
| Total Expense Ratio | 0.02 | 0.75 | 3% |
| Annual Report Gross Expense Ratio | 2.13 | 0.86 | 248% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 0.385 | 2.943 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.11M | 10.4B | 0% |
| Annual Yield % from dividends | 7.04 | 4.35 | 162% |
| Returns for 1 year | 9.75 | 4.55 | 215% |
| Returns for 3 years | 23.07 | 15.03 | 153% |
| Returns for 5 years | 46.95 | 16.40 | 286% |
| Returns for 10 years | 29.70 | 35.21 | 84% |
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