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LSHEX vs LSHUX
LSHEX vs LSHUX Comparison
Open Charts LSHEX vs LSHUX
LSHEX vs LSHUX Comparison Chart in %
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LSHEX vs. LSHUX commentary
Jul 14, 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 LSHEX is a StrongBuy and LSHUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LSHEX (33.3M) and LSHUX (33.3M) have equal amount of cash in the bank . LSHUX (0.12) and LSHEX (0.11) have matching dividends . LSHEX was incepted earlier than LSHUX: LSHEX (9 years) vs LSHUX (19 years). LSHEX (1.68) and LSHUX (1.63) have similar cost to investors . LSHEX (4.00) and LSHUX (4.00) have comparable annual turnover. LSHEX has a lower initial minimum investment than LSHUX: LSHEX (2500) vs LSHUX (1000000). LSHEX annual gain was more profitable for investors over the last year : 2.70 vs. LSHUX (2.25). LSHEX (57.96) and LSHUX (57.34) have equivalent 5 years return.
| LSHEX | LSHUX | LSHEX / LSHUX | |
| Total Expense Ratio | 1.47 | 1.23 | 120% |
| Annual Report Gross Expense Ratio | 1.68 | 1.63 | 103% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 33.712 | 33.632 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.3M | 33.3M | 100% |
| Annual Yield % from dividends | 0.11 | 0.12 | 96% |
| Returns for 1 year | 2.70 | 2.25 | 120% |
| Returns for 3 years | 73.15 | 72.17 | 101% |
| Returns for 5 years | 57.96 | 57.34 | 101% |
| Returns for 10 years | N/A | 256.08 | - |
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