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BATPX vs JSOZX
BATPX vs JSOZX Comparison
Open Charts BATPX vs JSOZX
BlackRock Allocation Target Shrs Ser P
Price$10.44
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets3.1M
JPMorgan Strategic Income Opports R6
Price$11.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.42B
BATPX vs JSOZX Comparison Chart in %
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BATPX vs. JSOZX commentary
Sep 10, 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 JSOZX is a Hold.
FUNDAMENTALS
Fundamentals
JSOZX has more cash in the bank: 10.4B vs. BATPX (3.1M). BATPX pays higher dividends than JSOZX: BATPX (7.04) vs JSOZX (4.60). BATPX was incepted earlier than JSOZX: BATPX (12 years) vs JSOZX (8 years). BATPX (2.13) is less costly to investors than JSOZX (0.61). JSOZX is a more actively managed with annual turnover of: 544.00 vs. BATPX (134.00). BATPX has a lower initial minimum investment than JSOZX: BATPX (0) vs JSOZX (15000000). BATPX annual gain was more profitable for investors over the last year : 9.54 vs. JSOZX (4.80). BATPX return over 5 years is better than : 46.71 vs. JSOZX (17.83).
| BATPX | JSOZX | BATPX / JSOZX | |
| Total Expense Ratio | 0.02 | 0.50 | 4% |
| Annual Report Gross Expense Ratio | 2.13 | 0.61 | 349% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 0.096 | 3.018 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.1M | 10.4B | 0% |
| Annual Yield % from dividends | 7.04 | 4.60 | 153% |
| Returns for 1 year | 9.54 | 4.80 | 199% |
| Returns for 3 years | 22.72 | 15.87 | 143% |
| Returns for 5 years | 46.71 | 17.83 | 262% |
| Returns for 10 years | 29.33 | N/A | - |
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