ETHSX
Price
$12.86
Change
-$0.03 (-0.23%)
Updated
Jul 3 closing price
Net Assets
860.66M
SHSAX
Price
$61.93
Change
+$0.10 (+0.16%)
Updated
Jul 3 closing price
Net Assets
6.46B
Interact to see
Advertisement

ETHSX vs SHSAX

Header iconETHSX vs SHSAX Comparison
Open Charts ETHSX vs SHSAXBanner chart's image
Eaton Vance Worldwide Health Sci A
Price$12.86
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets860.66M
BlackRock Health Sciences Opps Inv A
Price$61.93
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets6.46B
ETHSX vs SHSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
ETHSX vs. SHSAX commentary
Jul 06, 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 ETHSX is a StrongBuy and SHSAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.46B vs. ETHSX (861M). SHSAX pays higher dividends than ETHSX: SHSAX (0.22) vs ETHSX (0.18). ETHSX was incepted earlier than SHSAX: ETHSX (40 years) vs SHSAX (26 years). ETHSX (1.20) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 27.00 vs. ETHSX (15.00). ETHSX (5%) and SHSAX (5%) have equivalent initial investment costs. ETHSX (1000) and SHSAX (1000) have matching initial minimum investment requirements. ETHSX annual gain was more profitable for investors over the last year : -9.09 vs. SHSAX (-11.81). ETHSX return over 5 years is better than : 1.55 vs. SHSAX (-8.30).
ETHSXSHSAXETHSX / SHSAX
Total Expense Ratio1.171.09107%
Annual Report Gross Expense Ratio1.201.09110%
Fund Existence40 years26 years-
Gain YTD-0.618-0.81776%
Front Load5%5%100%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets861M6.46B13%
Annual Yield % from dividends0.180.2281%
Returns for 1 year-9.09-11.8177%
Returns for 3 years-2.21-7.3630%
Returns for 5 years1.55-8.30-19%
Returns for 10 years-5.8510.50-56%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RFNCX88.180.80
+0.92%
American Funds Fundamental Invs R3
BQLCX23.070.12
+0.52%
Bright Rock Quality Large Cap Instl
NIQAX15.010.04
+0.27%
Neuberger Berman International Eq A
DEVDX12.49N/A
N/A
Driehaus Event Driven
TGIRX31.82-0.08
-0.25%
Thornburg International Equity R6