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BHSRX vs SHSAX
BHSRX vs SHSAX Comparison Chart
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BHSRX vs. SHSAX commentary
Jan 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 BHSRX is a StrongBuy and SHSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BHSRX (7.37B) and SHSAX (7.37B) have equal amount of cash in the bank . SHSAX pays higher dividends than BHSRX: SHSAX (0.23) vs BHSRX (0.00). BHSRX was incepted earlier than SHSAX: BHSRX (13 years) vs SHSAX (25 years). BHSRX (29.00) and SHSAX (29.00) have comparable annual turnover. BHSRX has a lower initial minimum investment than SHSAX: BHSRX (100) vs SHSAX (1000). SHSAX annual gain was more profitable for investors over the last year : -3.57 vs. BHSRX (-4.20). SHSAX return over 5 years is better than : -2.07 vs. BHSRX (-4.06).
| BHSRX | SHSAX | BHSRX / SHSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 3.056 | 3.075 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 1000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.37B | 7.37B | 100% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | -4.20 | -3.57 | 118% |
| Returns for 3 years | -8.04 | -6.46 | 124% |
| Returns for 5 years | -4.06 | -2.07 | 196% |
| Returns for 10 years | 24.32 | 29.30 | 83% |
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