BATAX
Price
$9.60
Change
-$0.00 (-0.00%)
Updated
Oct 20 closing price
Net Assets
4.37B
VFSIX
Price
$10.55
Change
-$0.00 (-0.00%)
Updated
Oct 20 closing price
Net Assets
53.48B
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BATAX vs VFSIX

Header iconBATAX vs VFSIX Comparison
Open Charts BATAX vs VFSIXBanner chart's image
BlackRock Allc Trgt Sctzd TR
Price$9.60
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.37B
Vanguard Short-Term Investment-Grade I
Price$10.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets53.48B
BATAX vs VFSIX Comparison Chart in %
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BATAX vs. VFSIX commentary
Oct 21, 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 VFSIX is a Hold.

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FUNDAMENTALS
Fundamentals
VFSIX has more cash in the bank: 53.5B vs. BATAX (4.37B). BATAX pays higher dividends than VFSIX: BATAX (5.98) vs VFSIX (4.53). BATAX was incepted earlier than VFSIX: BATAX (10 years) vs VFSIX (28 years). VFSIX (0.07) is less costly to investors than BATAX (0.04). VFSIX is a more actively managed with annual turnover of: 75.00 vs. BATAX (50.00). BATAX has a lower initial minimum investment than VFSIX: BATAX (0) vs VFSIX (5000000). BATAX annual gain was more profitable for investors over the last year : 7.36 vs. VFSIX (1.44). BATAX return over 5 years is better than : 23.22 vs. VFSIX (-3.81).
BATAXVFSIXBATAX / VFSIX
Total Expense Ratio0.020.0729%
Annual Report Gross Expense Ratio0.040.0757%
Fund Existence10 years28 years-
Gain YTD6.0082.328258%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.37B53.5B8%
Annual Yield % from dividends5.984.53132%
Returns for 1 year7.361.44510%
Returns for 3 years26.668.31321%
Returns for 5 years23.22-3.81-610%
Returns for 10 years55.596.93802%
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