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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
Aug 04, 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: 4.74B vs. BATPX (2.72M). SHRMX pays higher dividends than BATPX: SHRMX (12.84) vs BATPX (10.41). BATPX was incepted earlier than SHRMX: BATPX (13 years) vs SHRMX (14 years). BATPX (4.29) is less costly to investors than SHRMX (1.88). SHRMX is a more actively managed with annual turnover of: 24.72 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 : 13.53 vs. BATPX (7.37). SHRMX return over 5 years is better than : 61.14 vs. BATPX (55.03).
| BATPX | SHRMX | BATPX / SHRMX | |
| Total Expense Ratio | 0.14 | 1.88 | 7% |
| Annual Report Gross Expense Ratio | 4.29 | 1.88 | 228% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 5.950 | 5.219 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72M | 4.74B | 0% |
| Annual Yield % from dividends | 10.41 | 12.84 | 81% |
| Returns for 1 year | 7.37 | 13.53 | 54% |
| Returns for 3 years | 22.05 | 48.99 | 45% |
| Returns for 5 years | 55.03 | 61.14 | 90% |
| Returns for 10 years | 48.46 | 88.03 | 55% |
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