BATPX
Price
$9.95
Change
+$0.05 (+0.51%)
Updated
Jun 30 closing price
Net Assets
2.65M
SHRIX
Price
$8.88
Change
+$0.01 (+0.11%)
Updated
Jun 30 closing price
Net Assets
4.6B
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BATPX vs SHRIX

BATPX vs SHRIX Comparison Chart in %
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BATPX vs. SHRIX commentary
Jul 01, 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 BATPX is a Hold and SHRIX is a Hold.

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FUNDAMENTALS
Fundamentals
SHRIX has more cash in the bank: 4.6B vs. BATPX (2.65M). SHRIX pays higher dividends than BATPX: SHRIX (12.67) vs BATPX (10.65). BATPX was incepted earlier than SHRIX: BATPX (13 years) vs SHRIX (13 years). BATPX (2.13) is less costly to investors than SHRIX (1.73). BATPX is a more actively managed with annual turnover of: 134.00 vs. SHRIX (24.72). BATPX has a lower initial minimum investment than SHRIX: BATPX (0) vs SHRIX (25000000). SHRIX annual gain was more profitable for investors over the last year : 14.33 vs. BATPX (5.03). SHRIX return over 5 years is better than : 61.30 vs. BATPX (47.27).
BATPXSHRIXBATPX / SHRIX
Total Expense Ratio0.021.731%
Annual Report Gross Expense Ratio2.131.73123%
Fund Existence13 years13 years-
Gain YTD3.3404.11881%
Front LoadN/AN/A-
Min. Initial Investment025000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.65M4.6B0%
Annual Yield % from dividends10.6512.6784%
Returns for 1 year5.0314.3335%
Returns for 3 years21.3950.2443%
Returns for 5 years47.2761.3077%
Returns for 10 years46.2989.7852%
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