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BCHIX vs SHRSX
BCHIX vs SHRSX Comparison
Open Charts BCHIX vs SHRSX
BCHIX vs SHRSX Comparison Chart in %
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BCHIX vs. SHRSX commentary
Jun 15, 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 BCHIX is a Hold and SHRSX is a Hold.
FUNDAMENTALS
Fundamentals
BCHIX has more cash in the bank: 1.65B vs. SHRSX (190M). BCHIX pays higher dividends than SHRSX: BCHIX (4.16) vs SHRSX (3.43). BCHIX was incepted earlier than SHRSX: BCHIX (16 years) vs SHRSX (7 years). SHRSX (0.62) is less costly to investors than BCHIX (0.30). BCHIX is a more actively managed with annual turnover of: 64.00 vs. SHRSX (6.00). SHRSX has a lower initial minimum investment than BCHIX: SHRSX (1000000) vs BCHIX (5000000). BCHIX (7.54) and SHRSX (7.50) have marching annual gain over last year. BCHIX return over 5 years is better than : 3.57 vs. SHRSX (1.79).
| BCHIX | SHRSX | BCHIX / SHRSX | |
| Total Expense Ratio | 0.30 | 0.59 | 51% |
| Annual Report Gross Expense Ratio | 0.30 | 0.62 | 48% |
| Fund Existence | 16 years | 7 years | - |
| Gain YTD | 1.978 | 1.535 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 190M | 866% |
| Annual Yield % from dividends | 4.16 | 3.43 | 121% |
| Returns for 1 year | 7.54 | 7.50 | 100% |
| Returns for 3 years | 13.98 | 11.95 | 117% |
| Returns for 5 years | 3.57 | 1.79 | 200% |
| Returns for 10 years | 27.89 | N/A | - |
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