BATEX
Price
$9.99
Change
-$0.01 (-0.10%)
Updated
Aug 3 closing price
Net Assets
707.08M
NHMAX
Price
$14.12
Change
-$0.00 (-0.00%)
Updated
Aug 3 closing price
Net Assets
12.47B
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BATEX vs NHMAX

BATEX vs NHMAX Comparison Chart in %
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BATEX vs. NHMAX commentary
Aug 04, 2026

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 BATEX is a Hold and NHMAX is a Hold.

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FUNDAMENTALS
Fundamentals
NHMAX has more cash in the bank: 12.5B vs. BATEX (707M). NHMAX pays higher dividends than BATEX: NHMAX (5.52) vs BATEX (4.65). BATEX was incepted earlier than NHMAX: BATEX (12 years) vs NHMAX (27 years). NHMAX (2.00) is less costly to investors than BATEX (0.23). BATEX is a more actively managed with annual turnover of: 36.00 vs. NHMAX (15.00). BATEX has a lower initial minimum investment than NHMAX: BATEX (0) vs NHMAX (2500). NHMAX annual gain was more profitable for investors over the last year : 9.03 vs. BATEX (7.32). BATEX return over 5 years is better than : 2.12 vs. NHMAX (-1.46).
BATEXNHMAXBATEX / NHMAX
Total Expense Ratio0.162.008%
Annual Report Gross Expense Ratio0.232.0012%
Fund Existence12 years27 years-
Gain YTD1.9182.01195%
Front LoadN/A4%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets707M12.5B6%
Annual Yield % from dividends4.655.5284%
Returns for 1 year7.329.0381%
Returns for 3 years18.8213.28142%
Returns for 5 years2.12-1.46-145%
Returns for 10 years38.5522.29173%
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