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SBHIX vs SHSAX
SBHIX vs SHSAX Comparison Chart
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SBHIX vs. SHSAX commentary
Jun 07, 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 SBHIX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.46B vs. SBHIX (10.1M). SHSAX pays higher dividends than SBHIX: SHSAX (0.23) vs SBHIX (0.00). SBHIX was incepted earlier than SHSAX: SBHIX (22 years) vs SHSAX (25 years). SBHIX (2.32) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 27.00 vs. SBHIX (17.00). SBHIX has a lower initial minimum investment than SHSAX: SBHIX (250) vs SHSAX (1000). SBHIX annual gain was more profitable for investors over the last year : -4.55 vs. SHSAX (-14.66). SBHIX return over 5 years is better than : -2.23 vs. SHSAX (-9.04).
| SBHIX | SHSAX | SBHIX / SHSAX | |
| Total Expense Ratio | 2.32 | 1.09 | 213% |
| Annual Report Gross Expense Ratio | 2.32 | 1.09 | 213% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 1.062 | -2.675 | -40% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 6.46B | 0% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | -4.55 | -14.66 | 31% |
| Returns for 3 years | -2.60 | -9.26 | 28% |
| Returns for 5 years | -2.23 | -9.04 | 25% |
| Returns for 10 years | -31.16 | 11.41 | -273% |
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