| BATVX | SHRIX | BATVX / SHRIX | |
| Total Expense Ratio | 0.00 | 1.73 | - |
| Annual Report Gross Expense Ratio | 0.18 | 1.73 | 10% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 1.187 | 5.292 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 25000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 4.74B | 2% |
| Annual Yield % from dividends | 2.33 | 12.99 | 18% |
| Returns for 1 year | 2.36 | 13.69 | 17% |
| Returns for 3 years | 9.19 | 49.37 | 19% |
| Returns for 5 years | 12.34 | 61.87 | 20% |
| Returns for 10 years | N/A | 90.37 | - |