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BATPX vs SHRMX
BATPX vs SHRMX Comparison
Open Charts BATPX vs SHRMX
BlackRock Allocation Target Shrs Ser P
Price$10.65
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets3.34M
Stone Ridge Hi Yld Reinsurance Risk PrmM
Price$8.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.59B
BATPX vs SHRMX Comparison Chart
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BATPX vs. SHRMX commentary
May 25, 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: 3.6B vs. BATPX (3.34M). SHRMX pays higher dividends than BATPX: SHRMX (13.99) vs BATPX (7.16). 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 : 12.66 vs. BATPX (6.82). BATPX (51.79) and SHRMX (50.15) 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 | 2.404 | 1.675 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.34M | 3.6B | 0% |
| Annual Yield % from dividends | 7.16 | 13.99 | 51% |
| Returns for 1 year | 6.82 | 12.66 | 54% |
| Returns for 3 years | 30.58 | 37.76 | 81% |
| Returns for 5 years | 51.79 | 50.15 | 103% |
| Returns for 10 years | 30.77 | 73.50 | 42% |
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