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BATPX vs SHRMX
BATPX vs SHRMX Comparison
Open Charts BATPX vs SHRMX
BATPX vs SHRMX Comparison Chart in %
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BATPX vs. SHRMX commentary
Jul 01, 2026
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: 4.6B vs. BATPX (2.65M). SHRMX pays higher dividends than BATPX: SHRMX (12.52) vs BATPX (10.65). BATPX was incepted earlier than SHRMX: BATPX (13 years) vs SHRMX (13 years). BATPX (2.13) is less costly to investors than SHRMX (1.88). BATPX is a more actively managed with annual turnover of: 134.00 vs. SHRMX (24.72). 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 : 14.18 vs. BATPX (5.03). SHRMX return over 5 years is better than : 60.58 vs. BATPX (47.27).
| BATPX | SHRMX | BATPX / SHRMX | |
| Total Expense Ratio | 0.02 | 1.88 | 1% |
| Annual Report Gross Expense Ratio | 2.13 | 1.88 | 113% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 3.340 | 4.049 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.65M | 4.6B | 0% |
| Annual Yield % from dividends | 10.65 | 12.52 | 85% |
| Returns for 1 year | 5.03 | 14.18 | 35% |
| Returns for 3 years | 21.39 | 49.86 | 43% |
| Returns for 5 years | 47.27 | 60.58 | 78% |
| Returns for 10 years | 46.29 | 87.38 | 53% |
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