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BATPX vs SHRMX
BATPX vs SHRMX Comparison
Open Charts BATPX vs SHRMX
BlackRock Allocation Target Shrs Ser P
Price$10.35
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets3.14M
Stone Ridge Hi Yld Reinsurance Risk PrmM
Price$8.89
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets3.54B
BATPX vs SHRMX Comparison Chart
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BATPX vs. SHRMX commentary
May 01, 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: 3.54B vs. BATPX (3.14M). SHRMX pays higher dividends than BATPX: SHRMX (14.07) vs BATPX (7.14). 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 : 12.90 vs. BATPX (3.63). SHRMX (49.98) and BATPX (48.65) 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 | -0.096 | 1.447 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14M | 3.54B | 0% |
| Annual Yield % from dividends | 7.14 | 14.07 | 51% |
| Returns for 1 year | 3.63 | 12.90 | 28% |
| Returns for 3 years | 25.89 | 37.30 | 69% |
| Returns for 5 years | 48.65 | 49.98 | 97% |
| Returns for 10 years | 27.58 | 73.11 | 38% |