Interact to see
Advertisement
Advertisement
BATPX vs JSOZX
BATPX vs JSOZX Comparison
Open Charts BATPX vs JSOZX
BATPX vs JSOZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BATPX vs. JSOZX commentary
Aug 04, 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 JSOZX is a Hold.
FUNDAMENTALS
Fundamentals
JSOZX has more cash in the bank: 9.31B vs. BATPX (2.72M). BATPX pays higher dividends than JSOZX: BATPX (10.41) vs JSOZX (4.04). BATPX was incepted earlier than JSOZX: BATPX (13 years) vs JSOZX (9 years). BATPX (4.29) is less costly to investors than JSOZX (0.60). JSOZX is a more actively managed with annual turnover of: 536.00 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 : 7.37 vs. JSOZX (3.85). BATPX return over 5 years is better than : 55.03 vs. JSOZX (19.94).
| BATPX | JSOZX | BATPX / JSOZX | |
| Total Expense Ratio | 0.14 | 0.50 | 28% |
| Annual Report Gross Expense Ratio | 4.29 | 0.60 | 715% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 5.950 | 2.174 | 274% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72M | 9.31B | 0% |
| Annual Yield % from dividends | 10.41 | 4.04 | 258% |
| Returns for 1 year | 7.37 | 3.85 | 192% |
| Returns for 3 years | 22.05 | 15.26 | 144% |
| Returns for 5 years | 55.03 | 19.94 | 276% |
| Returns for 10 years | 48.46 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers