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LHCVX vs SHSAX
LHCVX vs SHSAX Comparison Chart
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LHCVX vs. SHSAX commentary
Jun 06, 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 LHCVX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.47B vs. LHCVX (7.31M). LHCVX pays higher dividends than SHSAX: LHCVX (0.61) vs SHSAX (0.23). LHCVX was incepted earlier than SHSAX: LHCVX (6 years) vs SHSAX (25 years). LHCVX (2.99) is less costly to investors than SHSAX (1.09). LHCVX is a more actively managed with annual turnover of: 88.00 vs. SHSAX (27.00). LHCVX has a lower initial minimum investment than SHSAX: LHCVX (0) vs SHSAX (1000). LHCVX annual gain was more profitable for investors over the last year : -5.62 vs. SHSAX (-14.47). LHCVX return over 5 years is better than : 7.23 vs. SHSAX (-9.09).
| LHCVX | SHSAX | LHCVX / SHSAX | |
| Total Expense Ratio | 0.68 | 1.09 | 62% |
| Annual Report Gross Expense Ratio | 2.99 | 1.09 | 274% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -5.198 | -2.723 | 191% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.31M | 6.47B | 0% |
| Annual Yield % from dividends | 0.61 | 0.23 | 267% |
| Returns for 1 year | -5.62 | -14.47 | 39% |
| Returns for 3 years | 11.35 | -8.16 | -139% |
| Returns for 5 years | 7.23 | -9.09 | -80% |
| Returns for 10 years | N/A | 11.10 | - |
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