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HBGHX vs SHSAX
HBGHX vs SHSAX Comparison Chart in %
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HBGHX vs. SHSAX commentary
Sep 26, 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: 6.07B vs. HBGHX (103M). HBGHX pays higher dividends than SHSAX: HBGHX (0.57) vs SHSAX (0.23). 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). SHSAX (43.00) and HBGHX (42.00) have comparable annual turnover. HBGHX has a lower initial minimum investment than SHSAX: HBGHX (0) vs SHSAX (1000). SHSAX annual gain was more profitable for investors over the last year : -16.37 vs. HBGHX (-18.80). SHSAX return over 5 years is better than : -13.76 vs. HBGHX (-32.08).
| 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 | -8.329 | -4.596 | 181% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 6.07B | 2% |
| Annual Yield % from dividends | 0.57 | 0.23 | 254% |
| Returns for 1 year | -18.80 | -16.37 | 115% |
| Returns for 3 years | 4.61 | 2.70 | 171% |
| Returns for 5 years | -32.08 | -13.76 | 233% |
| Returns for 10 years | -47.12 | 23.96 | -197% |
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