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BHCFX vs SHSAX
BHCFX vs SHSAX Comparison Chart
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BHCFX vs. SHSAX commentary
May 09, 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 BHCFX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.67B vs. BHCFX (162M). SHSAX (0.22) and BHCFX (0.22) have matching dividends . BHCFX was incepted earlier than SHSAX: BHCFX (7 years) vs SHSAX (25 years). BHCFX (1.20) is less costly to investors than SHSAX (1.09). BHCFX is a more actively managed with annual turnover of: 49.00 vs. SHSAX (27.00). SHSAX has a lower initial minimum investment than BHCFX: SHSAX (1000) vs BHCFX (2000). BHCFX annual gain was more profitable for investors over the last year : -9.55 vs. SHSAX (-11.14). BHCFX return over 5 years is better than : 30.91 vs. SHSAX (-5.11).
| BHCFX | SHSAX | BHCFX / SHSAX | |
| Total Expense Ratio | 1.10 | 1.09 | 101% |
| Annual Report Gross Expense Ratio | 1.20 | 1.09 | 110% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | -7.109 | -1.906 | 373% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 6.67B | 2% |
| Annual Yield % from dividends | 0.22 | 0.22 | 99% |
| Returns for 1 year | -9.55 | -11.14 | 86% |
| Returns for 3 years | 7.11 | -4.66 | -153% |
| Returns for 5 years | 30.91 | -5.11 | -605% |
| Returns for 10 years | N/A | 13.92 | - |