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BHCUX vs SHSAX
BHCUX vs SHSAX Comparison Chart in %
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BHCUX vs. SHSAX commentary
Jul 05, 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 StrongBuy and SHSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.46B vs. BHCUX (147M). BHCUX pays higher dividends than SHSAX: BHCUX (0.53) vs SHSAX (0.22). BHCUX was incepted earlier than SHSAX: BHCUX (7 years) vs SHSAX (26 years). SHSAX (1.09) is less costly to investors than BHCUX (0.87). BHCUX is a more actively managed with annual turnover of: 49.00 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 : -10.29 vs. SHSAX (-11.96). BHCUX return over 5 years is better than : 20.96 vs. SHSAX (-8.45).
| BHCUX | SHSAX | BHCUX / SHSAX | |
| Total Expense Ratio | 0.85 | 1.09 | 78% |
| Annual Report Gross Expense Ratio | 0.87 | 1.09 | 80% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | -7.532 | -0.977 | 771% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 6.46B | 2% |
| Annual Yield % from dividends | 0.53 | 0.22 | 237% |
| Returns for 1 year | -10.29 | -11.96 | 86% |
| Returns for 3 years | 1.24 | -7.51 | -16% |
| Returns for 5 years | 20.96 | -8.45 | -248% |
| Returns for 10 years | N/A | 10.32 | - |
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