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BHSRX vs SHSAX
BHSRX vs SHSAX Comparison Chart in %
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BHSRX vs. SHSAX commentary
Nov 20, 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 (6.56B) and SHSAX (6.56B) 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 (26 years). BHSRX (1.45) is less costly to investors than SHSAX (1.09). BHSRX (43.00) and SHSAX (43.00) 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 : -0.69 vs. BHSRX (-1.47). SHSAX return over 5 years is better than : -7.94 vs. BHSRX (-10.05).
| BHSRX | SHSAX | BHSRX / SHSAX | |
| Total Expense Ratio | 1.44 | 1.09 | 132% |
| Annual Report Gross Expense Ratio | 1.45 | 1.09 | 133% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 5.896 | 6.502 | 91% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100 | 1000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.56B | 6.56B | 100% |
| Annual Yield % from dividends | 0.02 | 0.21 | 8% |
| Returns for 1 year | -1.47 | -0.69 | 212% |
| Returns for 3 years | 1.55 | 3.36 | 46% |
| Returns for 5 years | -10.05 | -7.94 | 127% |
| Returns for 10 years | 22.02 | 27.31 | 81% |
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