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BHSRX vs SHSAX
BHSRX vs SHSAX Comparison
Open Charts BHSRX vs SHSAX
BHSRX vs SHSAX Comparison Chart in %
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BHSRX vs. SHSAX commentary
Aug 23, 2026
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 (0.27) vs BHSRX (0.10). BHSRX was incepted earlier than SHSAX: BHSRX (15 years) vs SHSAX (27 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 : 12.38 vs. BHSRX (11.23). SHSAX return over 5 years is better than : -14.59 vs. BHSRX (-17.37).
| BHSRX | SHSAX | BHSRX / SHSAX | |
| Total Expense Ratio | 1.44 | 1.09 | 132% |
| Annual Report Gross Expense Ratio | 1.45 | 1.09 | 133% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 2.225 | 2.951 | 75% |
| 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 | 0.10 | 0.27 | 37% |
| Returns for 1 year | 11.23 | 12.38 | 91% |
| Returns for 3 years | 1.65 | 4.07 | 40% |
| Returns for 5 years | -17.37 | -14.59 | 119% |
| Returns for 10 years | 30.87 | 37.33 | 83% |
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