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BHCUX vs SHSAX
BHCUX vs SHSAX Comparison Chart
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BHCUX vs. SHSAX commentary
Apr 19, 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: 6.65B vs. BHCUX (170M). BHCUX pays higher dividends than SHSAX: BHCUX (0.50) 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). BHCUX annual gain was more profitable for investors over the last year : -6.81 vs. SHSAX (-9.45). BHCUX return over 5 years is better than : 38.14 vs. SHSAX (-6.07).
| 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 | -6.545 | -3.091 | 212% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 6.65B | 3% |
| Annual Yield % from dividends | 0.50 | 0.21 | 235% |
| Returns for 1 year | -6.81 | -9.45 | 72% |
| Returns for 3 years | -5.69 | -14.31 | 40% |
| Returns for 5 years | 38.14 | -6.07 | -628% |
| Returns for 10 years | N/A | 11.49 | - |
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