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ERHSX vs SHSAX
ERHSX vs SHSAX Comparison Chart
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ERHSX vs. SHSAX commentary
May 23, 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 ERHSX is a StrongBuy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.44B vs. ERHSX (907M). SHSAX pays higher dividends than ERHSX: SHSAX (0.22) vs ERHSX (0.00). ERHSX was incepted earlier than SHSAX: ERHSX (22 years) vs SHSAX (25 years). ERHSX (1.45) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 27.00 vs. ERHSX (15.00). ERHSX (1000) and SHSAX (1000) have matching initial minimum investment requirements. ERHSX annual gain was more profitable for investors over the last year : -11.38 vs. SHSAX (-15.25). ERHSX return over 5 years is better than : 3.40 vs. SHSAX (-8.37).
| ERHSX | SHSAX | ERHSX / SHSAX | |
| Total Expense Ratio | 1.42 | 1.09 | 130% |
| Annual Report Gross Expense Ratio | 1.45 | 1.09 | 133% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -3.180 | -4.020 | 79% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 6.44B | 14% |
| Annual Yield % from dividends | 0.00 | 0.22 | - |
| Returns for 1 year | -11.38 | -15.25 | 75% |
| Returns for 3 years | -3.86 | -10.14 | 38% |
| Returns for 5 years | 3.40 | -8.37 | -41% |
| Returns for 10 years | -5.80 | 8.34 | -69% |
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