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BATPX vs SHRMX
BATPX vs SHRMX Comparison
Open Charts BATPX vs SHRMX
BlackRock Allocation Target Shrs Ser P
Price$10.44
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets3.1M
Stone Ridge Hi Yld Reinsurance Risk PrmM
Price$9.23
Change+$0.04 (+0.44%)
VolumeN/A
Net Assets3.83B
BATPX vs SHRMX Comparison Chart in %
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BATPX vs. SHRMX commentary
Sep 10, 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: 3.83B vs. BATPX (3.1M). SHRMX pays higher dividends than BATPX: SHRMX (13.81) vs BATPX (7.04). BATPX was incepted earlier than SHRMX: BATPX (12 years) vs SHRMX (13 years). BATPX (2.13) is less costly to investors than SHRMX (1.91). 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 : 12.56 vs. BATPX (9.54). SHRMX return over 5 years is better than : 51.90 vs. BATPX (46.71).
| BATPX | SHRMX | BATPX / SHRMX | |
| Total Expense Ratio | 0.02 | 1.91 | 1% |
| Annual Report Gross Expense Ratio | 2.13 | 1.91 | 112% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 0.096 | 7.338 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.1M | 3.83B | 0% |
| Annual Yield % from dividends | 7.04 | 13.81 | 51% |
| Returns for 1 year | 9.54 | 12.56 | 76% |
| Returns for 3 years | 22.72 | 42.81 | 53% |
| Returns for 5 years | 46.71 | 51.90 | 90% |
| Returns for 10 years | 29.33 | 78.90 | 37% |
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