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LSHAX vs LSHUX
LSHAX vs LSHUX Comparison
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LSHAX vs LSHUX Comparison Chart in %
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LSHAX vs. LSHUX commentary
Sep 12, 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 Hold and LSHUX is a Hold.
FUNDAMENTALS
Fundamentals
LSHAX (31.4M) and LSHUX (31.4M) have equal amount of cash in the bank . LSHAX (0.13) and LSHUX (0.13) have matching dividends . LSHAX was incepted earlier than LSHUX: LSHAX (19 years) vs LSHUX (19 years). LSHAX (1.99) is less costly to investors than LSHUX (1.63). LSHAX (4.00) and LSHUX (4.00) have comparable annual turnover. LSHAX has a lower initial minimum investment than LSHUX: LSHAX (2500) vs LSHUX (1000000). LSHUX annual gain was more profitable for investors over the last year : 6.88 vs. LSHAX (6.51). LSHUX (65.78) and LSHAX (63.56) have equivalent 5 years return.
| LSHAX | LSHUX | LSHAX / LSHUX | |
| Total Expense Ratio | 1.54 | 1.23 | 125% |
| Annual Report Gross Expense Ratio | 1.99 | 1.63 | 122% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 26.552 | 26.726 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4M | 31.4M | 100% |
| Annual Yield % from dividends | 0.13 | 0.13 | 101% |
| Returns for 1 year | 6.51 | 6.88 | 95% |
| Returns for 3 years | 36.56 | 37.85 | 97% |
| Returns for 5 years | 63.56 | 65.78 | 97% |
| Returns for 10 years | 235.17 | 242.97 | 97% |
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