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BHCUX vs SHSAX
BHCUX vs SHSAX Comparison Chart
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BHCUX vs. SHSAX commentary
Mar 12, 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 BHCUX is a Buy and SHSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 7.25B vs. BHCUX (183M). BHCUX pays higher dividends than SHSAX: BHCUX (0.48) vs SHSAX (0.21). BHCUX was incepted earlier than SHSAX: BHCUX (7 years) vs SHSAX (25 years). SHSAX (1.09) is less costly to investors than BHCUX (0.88). BHCUX is a more actively managed with annual turnover of: 51.83 vs. SHSAX (27.00). SHSAX has a lower initial minimum investment than BHCUX: SHSAX (1000) vs BHCUX (5000000). SHSAX annual gain was more profitable for investors over the last year : -6.63 vs. BHCUX (-7.69). BHCUX return over 5 years is better than : 68.79 vs. SHSAX (21.31).
| BHCUX | SHSAX | BHCUX / SHSAX | |
| Total Expense Ratio | 0.85 | 1.09 | 78% |
| Annual Report Gross Expense Ratio | 0.88 | 1.09 | 81% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | -3.273 | 4.420 | -74% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 7.25B | 3% |
| Annual Yield % from dividends | 0.48 | 0.21 | 231% |
| Returns for 1 year | -7.69 | -6.63 | 116% |
| Returns for 3 years | 4.83 | -1.43 | -338% |
| Returns for 5 years | 68.79 | 21.31 | 323% |
| Returns for 10 years | N/A | 24.06 | - |
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