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BATPX vs JSOSX
BATPX vs JSOSX Comparison
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BATPX vs JSOSX Comparison Chart in %
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BATPX vs. JSOSX commentary
Jul 01, 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 BATPX is a Hold and JSOSX is a Hold.
FUNDAMENTALS
Fundamentals
JSOSX has more cash in the bank: 9.26B vs. BATPX (2.65M). BATPX pays higher dividends than JSOSX: BATPX (10.65) vs JSOSX (3.90). BATPX was incepted earlier than JSOSX: BATPX (13 years) vs JSOSX (18 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 : 4.63 vs. JSOSX (3.65). BATPX return over 5 years is better than : 47.45 vs. JSOSX (18.02).
| BATPX | JSOSX | BATPX / JSOSX | |
| Total Expense Ratio | 0.02 | 0.75 | 3% |
| Annual Report Gross Expense Ratio | 2.13 | 0.86 | 248% |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 3.340 | 1.655 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.65M | 9.26B | 0% |
| Annual Yield % from dividends | 10.65 | 3.90 | 274% |
| Returns for 1 year | 4.63 | 3.65 | 127% |
| Returns for 3 years | 21.39 | 14.69 | 146% |
| Returns for 5 years | 47.45 | 18.02 | 263% |
| Returns for 10 years | 46.29 | 36.12 | 128% |
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