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BATPX vs JSOZX
BATPX vs JSOZX Comparison
Open Charts BATPX vs JSOZX
BlackRock Allocation Target Shrs Ser P
Price$10.65
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets3.34M
JPMorgan Strategic Income Opports R6
Price$11.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.48B
BATPX vs JSOZX Comparison Chart
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BATPX vs. JSOZX commentary
May 25, 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: 10.5B vs. BATPX (3.34M). BATPX pays higher dividends than JSOZX: BATPX (7.16) vs JSOZX (4.94). BATPX was incepted earlier than JSOZX: BATPX (12 years) vs JSOZX (8 years). BATPX (0.87) is less costly to investors than JSOZX (0.64). JSOZX is a more actively managed with annual turnover of: 565.00 vs. BATPX (0.00). 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 : 6.82 vs. JSOZX (4.88). BATPX return over 5 years is better than : 51.79 vs. JSOZX (18.74).
| BATPX | JSOZX | BATPX / JSOZX | |
| Total Expense Ratio | 0.00 | 0.50 | - |
| Annual Report Gross Expense Ratio | 0.87 | 0.64 | 136% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 2.404 | 1.709 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.34M | 10.5B | 0% |
| Annual Yield % from dividends | 7.16 | 4.94 | 145% |
| Returns for 1 year | 6.82 | 4.88 | 140% |
| Returns for 3 years | 30.58 | 14.86 | 206% |
| Returns for 5 years | 51.79 | 18.74 | 276% |
| Returns for 10 years | 30.77 | N/A | - |
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