LSHAX
Price
$31.64
Change
+$0.66 (+2.13%)
Updated
Jul 13 closing price
Net Assets
33.97M
LSHEX
Price
$33.70
Change
+$0.70 (+2.12%)
Updated
Jul 13 closing price
Net Assets
33.97M
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LSHAX vs LSHEX

LSHAX vs LSHEX Comparison Chart in %
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LSHAX vs. LSHEX commentary
Jul 15, 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 LSHAX is a StrongBuy and LSHEX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
LSHAX (34M) and LSHEX (34M) have equal amount of cash in the bank . LSHAX pays higher dividends than LSHEX: LSHAX (0.12) vs LSHEX (0.11). LSHAX was incepted earlier than LSHEX: LSHAX (19 years) vs LSHEX (9 years). LSHAX (1.99) is less costly to investors than LSHEX (1.68). LSHAX (4.00) and LSHEX (4.00) have comparable annual turnover. LSHAX (2500) and LSHEX (2500) have matching initial minimum investment requirements. LSHEX annual gain was more profitable for investors over the last year : 2.70 vs. LSHAX (1.90). LSHEX (57.96) and LSHAX (55.32) have equivalent 5 years return.
LSHAXLSHEXLSHAX / LSHEX
Total Expense Ratio1.541.47105%
Annual Report Gross Expense Ratio1.991.68118%
Fund Existence19 years9 years-
Gain YTD33.53433.71299%
Front Load6%N/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets34M34M100%
Annual Yield % from dividends0.120.11106%
Returns for 1 year1.902.7070%
Returns for 3 years70.6073.1597%
Returns for 5 years55.3257.9695%
Returns for 10 years248.20N/A-
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