BHCHX
Price
$21.71
Change
-$0.34 (-1.54%)
Updated
Dec 1 closing price
Net Assets
149.6M
SHSAX
Price
$68.22
Change
-$1.02 (-1.47%)
Updated
Dec 1 closing price
Net Assets
6.79B
Interact to see
Advertisement

BHCHX vs SHSAX

Header iconBHCHX vs SHSAX Comparison
Open Charts BHCHX vs SHSAXBanner chart's image
Baron Health Care Instl
Price$21.71
Change-$0.34 (-1.54%)
VolumeN/A
Net Assets149.6M
BlackRock Health Sciences Opps Inv A
Price$68.22
Change-$1.02 (-1.47%)
VolumeN/A
Net Assets6.79B
BHCHX vs SHSAX Comparison Chart in %
View a ticker or compare two or three
VS
BHCHX vs. SHSAX commentary
Dec 02, 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 BHCHX is a Buy and SHSAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.79B vs. BHCHX (150M). SHSAX pays higher dividends than BHCHX: SHSAX (0.20) vs BHCHX (0.00). BHCHX was incepted earlier than SHSAX: BHCHX (8 years) vs SHSAX (26 years). SHSAX (1.09) is less costly to investors than BHCHX (0.87). BHCHX is a more actively managed with annual turnover of: 49.00 vs. SHSAX (43.00). SHSAX has a lower initial minimum investment than BHCHX: SHSAX (1000) vs BHCHX (1000000). BHCHX annual gain was more profitable for investors over the last year : 4.82 vs. SHSAX (-0.80). BHCHX return over 5 years is better than : 23.61 vs. SHSAX (-5.74).
BHCHXSHSAXBHCHX / SHSAX
Total Expense Ratio0.851.0978%
Annual Report Gross Expense Ratio0.871.0980%
Fund Existence8 years26 years-
Gain YTD12.71510.890117%
Front LoadN/A5%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets150M6.79B2%
Annual Yield % from dividends0.000.20-
Returns for 1 year4.82-0.80-605%
Returns for 3 years18.253.42534%
Returns for 5 years23.61-5.74-411%
Returns for 10 yearsN/A31.31-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JHLVX57.96N/A
N/A
JHancock Fundamental Large Cap Core C
EITEX50.03N/A
N/A
Parametric Tax-Managed Emerg Mkt I
MUERX37.61N/A
N/A
MFS Blended Research Core Equity R1
AAWEX18.09N/A
N/A
Cavanal Hill World Energy A
PHSWX10.60-0.05
-0.47%
Parvin Hedged Equity Solari World