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BATAX vs VFSIX
BATAX vs VFSIX Comparison
Open Charts BATAX vs VFSIX
BlackRock Allocation Target Shrs Ser A
Price$9.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.99B
Vanguard Short-Term Investment-Grade I
Price$10.44
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets52.72B
BATAX vs VFSIX Comparison Chart in %
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BATAX vs. VFSIX commentary
Jul 11, 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: 52.7B vs. BATAX (3.99B). BATAX pays higher dividends than VFSIX: BATAX (6.15) vs VFSIX (4.43). 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 : 7.55 vs. VFSIX (1.95). BATAX return over 5 years is better than : 23.39 vs. VFSIX (-4.46).
| 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 | 3.683 | 1.261 | 292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.99B | 52.7B | 8% |
| Annual Yield % from dividends | 6.15 | 4.43 | 139% |
| Returns for 1 year | 7.55 | 1.95 | 386% |
| Returns for 3 years | 22.09 | 3.58 | 618% |
| Returns for 5 years | 23.39 | -4.46 | -524% |
| Returns for 10 years | N/A | 6.49 | - |
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