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BATPX vs JSOZX
BATPX vs JSOZX Comparison
Open Charts BATPX vs JSOZX
BlackRock Allocation Target Shrs Ser P
Price$10.50
Change-$0.12 (-1.13%)
VolumeN/A
Net Assets3.13M
JPMorgan Strategic Income Opports R6
Price$11.48
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets10.48B
BATPX vs JSOZX Comparison Chart in %
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BATPX vs. JSOZX commentary
Aug 03, 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 (3.13M). BATPX pays higher dividends than JSOZX: BATPX (6.98) vs JSOZX (4.67). BATPX was incepted earlier than JSOZX: BATPX (12 years) vs JSOZX (8 years). BATPX (0.87) 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 : 8.36 vs. JSOZX (4.96). BATPX return over 5 years is better than : 49.84 vs. JSOZX (17.89).
| BATPX | JSOZX | BATPX / JSOZX | |
| Total Expense Ratio | 0.00 | 0.50 | - |
| Annual Report Gross Expense Ratio | 0.87 | 0.61 | 143% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 0.962 | 2.622 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13M | 10.5B | 0% |
| Annual Yield % from dividends | 6.98 | 4.67 | 149% |
| Returns for 1 year | 8.36 | 4.96 | 169% |
| Returns for 3 years | 29.44 | 15.96 | 184% |
| Returns for 5 years | 49.84 | 17.89 | 279% |
| Returns for 10 years | 29.07 | N/A | - |
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