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BCHIX vs SHRSX
BCHIX vs SHRSX Comparison
Open Charts BCHIX vs SHRSX
American Century CA High Yield Muni I
Price$9.36
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets1.58B
Western Asset California Municipals IS
Price$13.52
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets210.55M
BCHIX vs SHRSX Comparison Chart
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BCHIX vs. SHRSX commentary
May 24, 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: 1.58B vs. SHRSX (211M). BCHIX pays higher dividends than SHRSX: BCHIX (4.07) vs SHRSX (3.34). 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 (27.00). 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 : 0.59 vs. SHRSX (0.19). BCHIX return over 5 years is better than : 6.92 vs. SHRSX (-0.20).
| 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 | -3.114 | -2.502 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 211M | 751% |
| Annual Yield % from dividends | 4.07 | 3.34 | 122% |
| Returns for 1 year | 0.59 | 0.19 | 303% |
| Returns for 3 years | 6.52 | 5.51 | 118% |
| Returns for 5 years | 6.92 | -0.20 | -3,391% |
| Returns for 10 years | 27.58 | N/A | - |
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