Interact to see
Advertisement
Advertisement
BATPX vs SHRMX
BATPX vs SHRMX Comparison
Open Charts BATPX vs SHRMX
BlackRock Allocation Target Shrs Ser P
Price$10.49
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets3.13M
Stone Ridge Hi Yld Reinsurance Risk PrmM
Price$9.00
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets3.66B
BATPX vs SHRMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BATPX vs. SHRMX commentary
Aug 05, 2025
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 SHRMX is a Hold.
FUNDAMENTALS
Fundamentals
SHRMX has more cash in the bank: 3.67B vs. BATPX (3.13M). SHRMX pays higher dividends than BATPX: SHRMX (14.10) vs BATPX (6.98). BATPX was incepted earlier than SHRMX: BATPX (12 years) vs SHRMX (13 years). SHRMX (1.91) is less costly to investors than BATPX (0.87). BATPX is a more actively managed with annual turnover of: 134.00 vs. SHRMX (28.58). BATPX has a lower initial minimum investment than SHRMX: BATPX (0) vs SHRMX (250000). SHRMX annual gain was more profitable for investors over the last year : 13.25 vs. BATPX (10.06). SHRMX (50.88) and BATPX (49.84) have equivalent 5 years return.
| BATPX | SHRMX | BATPX / SHRMX | |
| Total Expense Ratio | 0.00 | 1.91 | - |
| Annual Report Gross Expense Ratio | 0.87 | 1.91 | 46% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 0.962 | 4.660 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13M | 3.67B | 0% |
| Annual Yield % from dividends | 6.98 | 14.10 | 50% |
| Returns for 1 year | 10.06 | 13.25 | 76% |
| Returns for 3 years | 28.74 | 41.14 | 70% |
| Returns for 5 years | 49.84 | 50.88 | 98% |
| Returns for 10 years | 29.34 | 77.18 | 38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement