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HBGHX vs SHSAX
HBGHX vs SHSAX Comparison Chart in %
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HBGHX vs. SHSAX commentary
Aug 08, 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 HBGHX is a Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.06B vs. HBGHX (98.4M). SHSAX pays higher dividends than HBGHX: SHSAX (0.24) vs HBGHX (0.00). HBGHX was incepted earlier than SHSAX: HBGHX (25 years) vs SHSAX (26 years). HBGHX (1.18) is less costly to investors than SHSAX (1.09). HBGHX is a more actively managed with annual turnover of: 42.00 vs. SHSAX (27.00). HBGHX has a lower initial minimum investment than SHSAX: HBGHX (0) vs SHSAX (1000). HBGHX annual gain was more profitable for investors over the last year : -14.63 vs. SHSAX (-17.04). SHSAX return over 5 years is better than : -19.17 vs. HBGHX (-45.75).
| HBGHX | SHSAX | HBGHX / SHSAX | |
| Total Expense Ratio | 1.18 | 1.09 | 108% |
| Annual Report Gross Expense Ratio | 1.18 | 1.09 | 108% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | -8.502 | -8.985 | 95% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.4M | 6.06B | 2% |
| Annual Yield % from dividends | 0.00 | 0.24 | - |
| Returns for 1 year | -14.63 | -17.04 | 86% |
| Returns for 3 years | -30.48 | -10.20 | 299% |
| Returns for 5 years | -45.75 | -19.17 | 239% |
| Returns for 10 years | -60.20 | 0.18 | -34,352% |
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