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BATVX vs SHRIX
BATVX vs SHRIX Comparison
Open Charts BATVX vs SHRIX
BATVX vs SHRIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SHRIX has more cash in the bank: 4.64B vs. BATVX (116M). SHRIX pays higher dividends than BATVX: SHRIX (12.67) vs BATVX (2.55). BATVX was incepted earlier than SHRIX: BATVX (5 years) vs SHRIX (13 years). SHRIX (1.73) is less costly to investors than BATVX (0.17). BATVX is a more actively managed with annual turnover of: 233.00 vs. SHRIX (24.72). BATVX has a lower initial minimum investment than SHRIX: BATVX (0) vs SHRIX (25000000). SHRIX annual gain was more profitable for investors over the last year : 14.47 vs. BATVX (2.58). SHRIX return over 5 years is better than : 60.96 vs. BATVX (12.09).
| BATVX | SHRIX | BATVX / SHRIX | |
| Total Expense Ratio | 0.00 | 1.73 | - |
| Annual Report Gross Expense Ratio | 0.17 | 1.73 | 10% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 0.967 | 3.752 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 25000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 4.64B | 2% |
| Annual Yield % from dividends | 2.55 | 12.67 | 20% |
| Returns for 1 year | 2.58 | 14.47 | 18% |
| Returns for 3 years | 9.55 | 50.78 | 19% |
| Returns for 5 years | 12.09 | 60.96 | 20% |
| Returns for 10 years | N/A | 89.68 | - |
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