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BHSRX vs SHSAX
BHSRX vs SHSAX Comparison Chart
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BHSRX vs. SHSAX commentary
Apr 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 BHSRX is a Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
BHSRX (6.74B) and SHSAX (6.74B) have equal amount of cash in the bank . SHSAX pays higher dividends than BHSRX: SHSAX (0.21) vs BHSRX (0.02). BHSRX was incepted earlier than SHSAX: BHSRX (14 years) vs SHSAX (25 years). BHSRX (1.46) is less costly to investors than SHSAX (1.09). BHSRX (27.00) and SHSAX (27.00) 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 : -10.32 vs. BHSRX (-10.89). SHSAX return over 5 years is better than : 1.22 vs. BHSRX (-0.84).
| BHSRX | SHSAX | BHSRX / SHSAX | |
| Total Expense Ratio | 1.46 | 1.09 | 134% |
| Annual Report Gross Expense Ratio | 1.46 | 1.09 | 134% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | -1.993 | -1.906 | 105% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100 | 1000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.74B | 6.74B | 100% |
| Annual Yield % from dividends | 0.02 | 0.21 | 8% |
| Returns for 1 year | -10.89 | -10.32 | 105% |
| Returns for 3 years | -16.25 | -14.81 | 110% |
| Returns for 5 years | -0.84 | 1.22 | -69% |
| Returns for 10 years | 8.50 | 12.86 | 66% |
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