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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
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 SHRMX is a Hold.
FUNDAMENTALS
Fundamentals
SHRMX has more cash in the bank: 4.74B vs. BATEX (707M). SHRMX pays higher dividends than BATEX: SHRMX (12.84) vs BATEX (4.65). BATEX was incepted earlier than SHRMX: BATEX (12 years) vs SHRMX (14 years). SHRMX (1.88) is less costly to investors than BATEX (0.23). BATEX is a more actively managed with annual turnover of: 36.00 vs. SHRMX (24.72). 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 : 13.53 vs. BATEX (7.32). SHRMX return over 5 years is better than : 61.14 vs. BATEX (2.12).
| BATEX | SHRMX | BATEX / SHRMX | |
| Total Expense Ratio | 0.16 | 1.88 | 9% |
| Annual Report Gross Expense Ratio | 0.23 | 1.88 | 12% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 1.918 | 5.219 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 707M | 4.74B | 15% |
| Annual Yield % from dividends | 4.65 | 12.84 | 36% |
| Returns for 1 year | 7.32 | 13.53 | 54% |
| Returns for 3 years | 18.82 | 48.99 | 38% |
| Returns for 5 years | 2.12 | 61.14 | 3% |
| Returns for 10 years | 38.55 | 88.03 | 44% |
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