HLHIX
Price
$32.04
Change
+$0.27 (+0.85%)
Updated
Sep 2 closing price
Net Assets
94.43M
SHSAX
Price
$65.87
Change
+$0.15 (+0.23%)
Updated
Sep 3 closing price
Net Assets
6.45B
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HLHIX vs SHSAX

HLHIX vs SHSAX Comparison Chart in %
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VS
HLHIX vs. SHSAX commentary
Sep 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 HLHIX is a Hold and SHSAX is a Buy.

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FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.45B vs. HLHIX (94.4M). SHSAX pays higher dividends than HLHIX: SHSAX (0.26) vs HLHIX (0.00). HLHIX was incepted earlier than SHSAX: HLHIX (12 years) vs SHSAX (27 years). HLHIX (1.15) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 43.00 vs. HLHIX (8.00). 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 : 16.63 vs. SHSAX (10.42). SHSAX return over 5 years is better than : -16.94 vs. HLHIX (-24.70).
HLHIXSHSAXHLHIX / SHSAX
Total Expense Ratio1.051.0996%
Annual Report Gross Expense Ratio1.151.09106%
Fund Existence12 years27 years-
Gain YTD2.8821.529188%
Front LoadN/A5%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets94.4M6.45B1%
Annual Yield % from dividends0.000.26-
Returns for 1 year16.6310.42160%
Returns for 3 years9.891.50659%
Returns for 5 years-24.70-16.94146%
Returns for 10 years12.1038.9031%
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