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BHCHX vs SHSAX
BHCHX vs SHSAX Comparison Chart
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BHCHX vs. SHSAX 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 BHCHX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.44B vs. BHCHX (162M). BHCHX pays higher dividends than SHSAX: BHCHX (0.51) vs SHSAX (0.22). BHCHX was incepted earlier than SHSAX: BHCHX (7 years) vs SHSAX (25 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 (27.00). 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 : -12.94 vs. SHSAX (-15.25). BHCHX return over 5 years is better than : 24.93 vs. SHSAX (-8.37).
| BHCHX | SHSAX | BHCHX / SHSAX | |
| Total Expense Ratio | 0.85 | 1.09 | 78% |
| Annual Report Gross Expense Ratio | 0.87 | 1.09 | 80% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | -9.138 | -4.020 | 227% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 6.44B | 3% |
| Annual Yield % from dividends | 0.51 | 0.22 | 234% |
| Returns for 1 year | -12.94 | -15.25 | 85% |
| Returns for 3 years | 0.90 | -10.14 | -9% |
| Returns for 5 years | 24.93 | -8.37 | -298% |
| Returns for 10 years | N/A | 8.34 | - |
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