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BATPX vs SHRIX
BATPX vs SHRIX Comparison
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BATPX vs SHRIX Comparison Chart in %
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BATPX vs. SHRIX 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 BATPX is a Hold and SHRIX is a Hold.
FUNDAMENTALS
Fundamentals
SHRIX has more cash in the bank: 4.74B vs. BATPX (2.72M). SHRIX pays higher dividends than BATPX: SHRIX (12.99) vs BATPX (10.41). BATPX was incepted earlier than SHRIX: BATPX (13 years) vs SHRIX (14 years). BATPX (4.29) is less costly to investors than SHRIX (1.73). SHRIX is a more actively managed with annual turnover of: 24.72 vs. BATPX (0.00). 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 : 13.69 vs. BATPX (7.37). SHRIX return over 5 years is better than : 61.87 vs. BATPX (55.03).
| BATPX | SHRIX | BATPX / SHRIX | |
| Total Expense Ratio | 0.14 | 1.73 | 8% |
| Annual Report Gross Expense Ratio | 4.29 | 1.73 | 248% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 5.950 | 5.292 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 25000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72M | 4.74B | 0% |
| Annual Yield % from dividends | 10.41 | 12.99 | 80% |
| Returns for 1 year | 7.37 | 13.69 | 54% |
| Returns for 3 years | 22.05 | 49.37 | 45% |
| Returns for 5 years | 55.03 | 61.87 | 89% |
| Returns for 10 years | 48.46 | 90.37 | 54% |
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