HBGHX
Price
$14.77
Change
-$0.23 (-1.53%)
Updated
Jun 2 closing price
Net Assets
104.04M
SHSAX
Price
$61.20
Change
-$1.03 (-1.66%)
Updated
Jun 2 closing price
Net Assets
5.82B
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HBGHX vs SHSAX

Header iconHBGHX vs SHSAX Comparison
Open Charts HBGHX vs SHSAXBanner chart's image
HBGHX vs SHSAX Comparison Chart in %
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HBGHX vs. SHSAX commentary
Jun 04, 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 HBGHX is a StrongBuy and SHSAX is a Hold.

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FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 5.82B vs. HBGHX (104M). HBGHX pays higher dividends than SHSAX: HBGHX (0.49) vs SHSAX (0.27). HBGHX was incepted earlier than SHSAX: HBGHX (26 years) vs SHSAX (26 years). HBGHX (1.19) is less costly to investors than SHSAX (1.09). HBGHX is a more actively managed with annual turnover of: 50.00 vs. SHSAX (43.00). 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 : 11.83 vs. SHSAX (3.04). SHSAX return over 5 years is better than : -17.33 vs. HBGHX (-32.77).
HBGHXSHSAXHBGHX / SHSAX
Total Expense Ratio1.191.09109%
Annual Report Gross Expense Ratio1.191.09109%
Fund Existence26 years26 years-
Gain YTD-3.413-3.86288%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets104M5.82B2%
Annual Yield % from dividends0.490.27180%
Returns for 1 year11.833.04390%
Returns for 3 years6.83-4.08-167%
Returns for 5 years-32.77-17.33189%
Returns for 10 years-43.3332.83-132%
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