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BATPX vs JSOZX
BATPX vs JSOZX Comparison
Open Charts BATPX vs JSOZX
BATPX vs JSOZX Comparison Chart in %
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BATPX vs. JSOZX commentary
Jul 01, 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: 9.28B vs. BATPX (2.65M). BATPX pays higher dividends than JSOZX: BATPX (10.65) vs JSOZX (4.14). BATPX was incepted earlier than JSOZX: BATPX (13 years) vs JSOZX (9 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 : 5.03 vs. JSOZX (3.99). BATPX return over 5 years is better than : 47.27 vs. JSOZX (19.57).
| BATPX | JSOZX | BATPX / JSOZX | |
| Total Expense Ratio | 0.02 | 0.50 | 4% |
| Annual Report Gross Expense Ratio | 2.13 | 0.61 | 349% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 3.340 | 1.778 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.65M | 9.28B | 0% |
| Annual Yield % from dividends | 10.65 | 4.14 | 257% |
| Returns for 1 year | 5.03 | 3.99 | 126% |
| Returns for 3 years | 21.39 | 15.62 | 137% |
| Returns for 5 years | 47.27 | 19.57 | 242% |
| Returns for 10 years | 46.29 | N/A | - |
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