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BATEX vs SHRMX
BATEX vs SHRMX Comparison
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BATEX vs SHRMX Comparison Chart in %
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BATEX vs. SHRMX commentary
Jun 18, 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 SHRMX is a Hold.
FUNDAMENTALS
Fundamentals
SHRMX has more cash in the bank: 4.64B vs. BATEX (682M). SHRMX pays higher dividends than BATEX: SHRMX (12.52) vs BATEX (5.09). BATEX was incepted earlier than SHRMX: BATEX (12 years) vs SHRMX (13 years). SHRMX (1.88) is less costly to investors than BATEX (0.15). SHRMX is a more actively managed with annual turnover of: 24.72 vs. BATEX (23.00). BATEX has a lower initial minimum investment than SHRMX: BATEX (0) vs SHRMX (250000). SHRMX annual gain was more profitable for investors over the last year : 14.43 vs. BATEX (7.73). SHRMX return over 5 years is better than : 60.22 vs. BATEX (5.04).
| BATEX | SHRMX | BATEX / SHRMX | |
| Total Expense Ratio | 0.06 | 1.88 | 3% |
| Annual Report Gross Expense Ratio | 0.15 | 1.88 | 8% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 2.920 | 3.711 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682M | 4.64B | 15% |
| Annual Yield % from dividends | 5.09 | 12.52 | 41% |
| Returns for 1 year | 7.73 | 14.43 | 54% |
| Returns for 3 years | 17.37 | 50.23 | 35% |
| Returns for 5 years | 5.04 | 60.22 | 8% |
| Returns for 10 years | 40.90 | 87.51 | 47% |
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