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LHCIX vs SHSAX
LHCIX vs SHSAX Comparison Chart
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LHCIX 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 LHCIX is a Hold and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.58B vs. LHCIX (7.26M). LHCIX pays higher dividends than SHSAX: LHCIX (0.59) vs SHSAX (0.22). LHCIX was incepted earlier than SHSAX: LHCIX (6 years) vs SHSAX (25 years). LHCIX (3.09) is less costly to investors than SHSAX (1.09). LHCIX is a more actively managed with annual turnover of: 88.00 vs. SHSAX (27.00). SHSAX has a lower initial minimum investment than LHCIX: SHSAX (1000) vs LHCIX (1000000). LHCIX annual gain was more profitable for investors over the last year : -6.86 vs. SHSAX (-13.43). LHCIX return over 5 years is better than : 5.27 vs. SHSAX (-6.46).
| LHCIX | SHSAX | LHCIX / SHSAX | |
| Total Expense Ratio | 0.78 | 1.09 | 72% |
| Annual Report Gross Expense Ratio | 3.09 | 1.09 | 283% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -6.925 | -2.018 | 343% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.26M | 6.58B | 0% |
| Annual Yield % from dividends | 0.59 | 0.22 | 271% |
| Returns for 1 year | -6.86 | -13.43 | 51% |
| Returns for 3 years | 10.00 | -7.51 | -133% |
| Returns for 5 years | 5.27 | -6.46 | -82% |
| Returns for 10 years | N/A | 10.60 | - |
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