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HLHIX vs SHSAX
HLHIX vs SHSAX Comparison Chart in %
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HLHIX vs. SHSAX commentary
Aug 02, 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 HLHIX is a Hold and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.1B vs. HLHIX (98.6M). SHSAX pays higher dividends than HLHIX: SHSAX (0.24) vs HLHIX (0.00). HLHIX was incepted earlier than SHSAX: HLHIX (11 years) vs SHSAX (26 years). HLHIX (1.12) and SHSAX (1.09) have similar cost to investors . SHSAX is a more actively managed with annual turnover of: 27.00 vs. HLHIX (6.00). SHSAX has a lower initial minimum investment than HLHIX: SHSAX (1000) vs HLHIX (1000000). HLHIX annual gain was more profitable for investors over the last year : -16.90 vs. SHSAX (-19.75). SHSAX return over 5 years is better than : -18.31 vs. HLHIX (-26.46).
| HLHIX | SHSAX | HLHIX / SHSAX | |
| Total Expense Ratio | 1.05 | 1.09 | 96% |
| Annual Report Gross Expense Ratio | 1.12 | 1.09 | 103% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -7.805 | -8.905 | 88% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.6M | 6.1B | 2% |
| Annual Yield % from dividends | 0.00 | 0.24 | - |
| Returns for 1 year | -16.90 | -19.75 | 86% |
| Returns for 3 years | -16.82 | -9.11 | 185% |
| Returns for 5 years | -26.46 | -18.31 | 145% |
| Returns for 10 years | -33.60 | -0.96 | 3,489% |
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