Ad is loading...
BATPX vs JSOZX
BATPX vs JSOZX Comparison
Open Charts BATPX vs JSOZX
BlackRock Allocation Target Shrs Ser P
Price$10.36
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets3.15M
JPMorgan Strategic Income Opports R6
Price$11.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.37B
BATPX vs JSOZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BATPX vs. JSOZX commentary
Apr 30, 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 (3.15M). BATPX pays higher dividends than JSOZX: BATPX (7.14) vs JSOZX (5.04). BATPX was incepted earlier than JSOZX: BATPX (12 years) vs JSOZX (7 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). JSOZX annual gain was more profitable for investors over the last year : 4.78 vs. BATPX (3.63). BATPX return over 5 years is better than : 48.65 vs. JSOZX (19.28).
| 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 | 7 years | - |
| Gain YTD | -0.096 | 1.267 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15M | 10.4B | 0% |
| Annual Yield % from dividends | 7.14 | 5.04 | 142% |
| Returns for 1 year | 3.63 | 4.78 | 76% |
| Returns for 3 years | 25.89 | 13.96 | 185% |
| Returns for 5 years | 48.65 | 19.28 | 252% |
| Returns for 10 years | 27.58 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers