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BHSRX vs SHSAX
BHSRX vs SHSAX Comparison Chart in %
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BHSRX vs. SHSAX commentary
Jul 13, 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 (6.41B) and SHSAX (6.41B) have equal amount of cash in the bank . SHSAX pays higher dividends than BHSRX: SHSAX (0.22) vs BHSRX (0.02). BHSRX was incepted earlier than SHSAX: BHSRX (14 years) vs SHSAX (26 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 (-14.56) and BHSRX (-15.13) have marching annual gain over last year. SHSAX return over 5 years is better than : -8.28 vs. BHSRX (-10.17).
| 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 | 26 years | - |
| Gain YTD | -1.146 | -0.945 | 121% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100 | 1000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 6.41B | 100% |
| Annual Yield % from dividends | 0.02 | 0.22 | 8% |
| Returns for 1 year | -15.13 | -14.56 | 104% |
| Returns for 3 years | -8.72 | -7.14 | 122% |
| Returns for 5 years | -10.17 | -8.28 | 123% |
| Returns for 10 years | 2.87 | 7.04 | 41% |
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