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LSHEX vs LSHUX
LSHEX vs LSHUX Comparison
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LSHEX vs LSHUX Comparison Chart in %
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LSHEX vs. LSHUX commentary
Aug 03, 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 Hold and LSHUX is a Hold.
FUNDAMENTALS
Fundamentals
LSHEX (33.6M) and LSHUX (33.6M) have equal amount of cash in the bank . LSHUX (0.12) and LSHEX (0.12) 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 (10.92) and LSHUX (10.43) have marching annual gain over last year. LSHEX (59.05) and LSHUX (58.51) 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 | 34.765 | 34.697 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.6M | 33.6M | 100% |
| Annual Yield % from dividends | 0.12 | 0.12 | 96% |
| Returns for 1 year | 10.92 | 10.43 | 105% |
| Returns for 3 years | 64.39 | 63.41 | 102% |
| Returns for 5 years | 59.05 | 58.51 | 101% |
| Returns for 10 years | N/A | 266.19 | - |
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