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BCHIX vs SHRSX
BCHIX vs SHRSX Comparison
Open Charts BCHIX vs SHRSX
American Century CA High Yield Muni I
Price$9.38
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets1.59B
Western Asset California Municipals IS
Price$13.52
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets213.24M
BCHIX vs SHRSX Comparison Chart
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BCHIX vs. SHRSX commentary
Apr 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 BCHIX is a Hold and SHRSX is a Hold.
FUNDAMENTALS
Fundamentals
BCHIX has more cash in the bank: 1.59B vs. SHRSX (213M). BCHIX pays higher dividends than SHRSX: BCHIX (4.01) vs SHRSX (3.28). BCHIX was incepted earlier than SHRSX: BCHIX (15 years) vs SHRSX (6 years). SHRSX (0.54) is less costly to investors than BCHIX (0.30). BCHIX is a more actively managed with annual turnover of: 56.00 vs. SHRSX (4.00). SHRSX has a lower initial minimum investment than BCHIX: SHRSX (1000000) vs BCHIX (5000000). BCHIX annual gain was more profitable for investors over the last year : 0.89 vs. SHRSX (0.25). BCHIX return over 5 years is better than : 8.84 vs. SHRSX (1.64).
| BCHIX | SHRSX | BCHIX / SHRSX | |
| Total Expense Ratio | 0.30 | 0.52 | 58% |
| Annual Report Gross Expense Ratio | 0.30 | 0.54 | 56% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -3.451 | -2.847 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 213M | 746% |
| Annual Yield % from dividends | 4.01 | 3.28 | 122% |
| Returns for 1 year | 0.89 | 0.25 | 362% |
| Returns for 3 years | 4.35 | 4.03 | 108% |
| Returns for 5 years | 8.84 | 1.64 | 538% |
| Returns for 10 years | 25.55 | N/A | - |
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