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LHCAX vs SHSAX
LHCAX vs SHSAX Comparison Chart
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LHCAX vs. SHSAX commentary
May 23, 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 LHCAX is a Hold and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.44B vs. LHCAX (7.15M). LHCAX pays higher dividends than SHSAX: LHCAX (0.33) vs SHSAX (0.22). LHCAX was incepted earlier than SHSAX: LHCAX (6 years) vs SHSAX (25 years). LHCAX (3.34) is less costly to investors than SHSAX (1.09). LHCAX is a more actively managed with annual turnover of: 88.00 vs. SHSAX (27.00). LHCAX initial investment is less costly to investors than SHSAX (5%) vs SHSAX (5%). SHSAX has a lower initial minimum investment than LHCAX: SHSAX (1000) vs LHCAX (1500). LHCAX annual gain was more profitable for investors over the last year : -8.37 vs. SHSAX (-15.25). LHCAX return over 5 years is better than : 2.46 vs. SHSAX (-8.37).
| LHCAX | SHSAX | LHCAX / SHSAX | |
| Total Expense Ratio | 1.03 | 1.09 | 94% |
| Annual Report Gross Expense Ratio | 3.34 | 1.09 | 306% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -8.455 | -4.020 | 210% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.15M | 6.44B | 0% |
| Annual Yield % from dividends | 0.33 | 0.22 | 150% |
| Returns for 1 year | -8.37 | -15.25 | 55% |
| Returns for 3 years | 6.81 | -10.14 | -67% |
| Returns for 5 years | 2.46 | -8.37 | -29% |
| Returns for 10 years | N/A | 8.34 | - |
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