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BATPX vs SHRMX
BATPX vs SHRMX Comparison
Open Charts BATPX vs SHRMX
BlackRock Allocation Target Shrs Ser P
Price$10.61
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets3.37M
Stone Ridge Hi Yld Reinsurance Risk PrmM
Price$8.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.62B
BATPX vs SHRMX Comparison Chart
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BATPX vs. SHRMX commentary
Jun 16, 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: 3.62B vs. BATPX (3.37M). SHRMX pays higher dividends than BATPX: SHRMX (13.88) vs BATPX (7.02). BATPX was incepted earlier than SHRMX: BATPX (12 years) vs SHRMX (12 years). SHRMX (1.91) is less costly to investors than BATPX (0.87). SHRMX is a more actively managed with annual turnover of: 28.58 vs. BATPX (0.00). 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 : 13.16 vs. BATPX (8.04). SHRMX (50.48) and BATPX (50.46) 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 | 12 years | - |
| Gain YTD | 2.019 | 2.244 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.37M | 3.62B | 0% |
| Annual Yield % from dividends | 7.02 | 13.88 | 51% |
| Returns for 1 year | 8.04 | 13.16 | 61% |
| Returns for 3 years | 23.02 | 38.53 | 60% |
| Returns for 5 years | 50.46 | 50.48 | 100% |
| Returns for 10 years | 28.65 | 74.47 | 38% |
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