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BATAX vs VFSTX
BATAX vs VFSTX Comparison
Open Charts BATAX vs VFSTX
BlackRock Allocation Target Shrs Ser A
Price$9.48
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets3.66B
Vanguard Short-Term Investment-Grade I
Price$10.41
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets52.58B
BATAX vs VFSTX Comparison Chart
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BATAX vs. VFSTX commentary
Apr 29, 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 VFSTX is a Hold.
FUNDAMENTALS
Fundamentals
VFSTX has more cash in the bank: 52.6B vs. BATAX (3.66B). BATAX pays higher dividends than VFSTX: BATAX (6.31) vs VFSTX (4.18). BATAX was incepted earlier than VFSTX: BATAX (10 years) vs VFSTX (43 years). VFSTX (0.20) is less costly to investors than BATAX (0.04). VFSTX is a more actively managed with annual turnover of: 70.00 vs. BATAX (53.00). BATAX has a lower initial minimum investment than VFSTX: BATAX (0) vs VFSTX (3000). BATAX annual gain was more profitable for investors over the last year : 8.08 vs. VFSTX (3.35). BATAX return over 5 years is better than : 28.12 vs. VFSTX (-2.44).
| BATAX | VFSTX | BATAX / VFSTX | |
| Total Expense Ratio | 0.01 | 0.20 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.20 | 20% |
| Fund Existence | 10 years | 43 years | - |
| Gain YTD | 1.477 | 1.244 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.66B | 52.6B | 7% |
| Annual Yield % from dividends | 6.31 | 4.18 | 151% |
| Returns for 1 year | 8.08 | 3.35 | 241% |
| Returns for 3 years | 17.01 | 2.83 | 600% |
| Returns for 5 years | 28.12 | -2.44 | -1,152% |
| Returns for 10 years | N/A | 5.72 | - |