Interact to see
Advertisement
Advertisement
BATAX vs VFSIX
BATAX vs VFSIX Comparison
Open Charts BATAX vs VFSIX
BlackRock Allocation Target Shrs Ser A
Price$9.50
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets3.73B
Vanguard Short-Term Investment-Grade I
Price$10.37
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets52.46B
BATAX vs VFSIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BATAX vs. VFSIX commentary
Jun 08, 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.
FUNDAMENTALS
Fundamentals
VFSIX has more cash in the bank: 52.5B vs. BATAX (3.73B). BATAX pays higher dividends than VFSIX: BATAX (6.26) vs VFSIX (4.41). 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 (53.00). 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 : 7.53 vs. VFSIX (1.86). BATAX return over 5 years is better than : 24.97 vs. VFSIX (-4.22).
| BATAX | VFSIX | BATAX / VFSIX | |
| Total Expense Ratio | 0.01 | 0.07 | 14% |
| Annual Report Gross Expense Ratio | 0.04 | 0.07 | 57% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | 2.971 | 0.873 | 340% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.73B | 52.5B | 7% |
| Annual Yield % from dividends | 6.26 | 4.41 | 142% |
| Returns for 1 year | 7.53 | 1.86 | 405% |
| Returns for 3 years | 20.18 | 2.37 | 852% |
| Returns for 5 years | 24.97 | -4.22 | -592% |
| Returns for 10 years | N/A | 6.16 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement