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BATAX vs FXIDX
BATAX vs FXIDX Comparison
Open Charts BATAX vs FXIDX
BlackRock Allocation Target Shrs Ser A
Price$9.47
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets3.66B
PIMCO Fixed Income SHares LD
Price$8.99
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets51.86M
BATAX vs FXIDX Comparison Chart
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BATAX vs. FXIDX commentary
Apr 28, 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 BATAX is a Hold and FXIDX is a Hold.
FUNDAMENTALS
Fundamentals
BATAX has more cash in the bank: 3.66B vs. FXIDX (51.9M). BATAX pays higher dividends than FXIDX: BATAX (6.31) vs FXIDX (4.74). BATAX was incepted earlier than FXIDX: BATAX (10 years) vs FXIDX (11 years). FXIDX (2.31) is less costly to investors than BATAX (0.04). FXIDX is a more actively managed with annual turnover of: 192.00 vs. BATAX (53.00). BATAX (0) and FXIDX (0) have matching initial minimum investment requirements. BATAX annual gain was more profitable for investors over the last year : 8.08 vs. FXIDX (6.82). BATAX return over 5 years is better than : 28.39 vs. FXIDX (16.93).
| BATAX | FXIDX | BATAX / FXIDX | |
| Total Expense Ratio | 0.01 | 2.31 | 0% |
| Annual Report Gross Expense Ratio | 0.04 | 2.31 | 2% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 1.477 | 1.378 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.66B | 51.9M | 7,046% |
| Annual Yield % from dividends | 6.31 | 4.74 | 133% |
| Returns for 1 year | 8.08 | 6.82 | 118% |
| Returns for 3 years | 16.69 | 11.65 | 143% |
| Returns for 5 years | 28.39 | 16.93 | 168% |
| Returns for 10 years | N/A | 31.54 | - |