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SBHIX vs SHSAX
SBHIX vs SHSAX Comparison Chart
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SBHIX vs. SHSAX commentary
May 09, 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: 6.67B vs. SBHIX (10.1M). SHSAX pays higher dividends than SBHIX: SHSAX (0.22) 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 : -2.15 vs. SHSAX (-11.14). SBHIX return over 5 years is better than : 2.06 vs. SHSAX (-5.11).
| 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 | 0.619 | -1.906 | -33% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 6.67B | 0% |
| Annual Yield % from dividends | 0.00 | 0.22 | - |
| Returns for 1 year | -2.15 | -11.14 | 19% |
| Returns for 3 years | 1.11 | -4.66 | -24% |
| Returns for 5 years | 2.06 | -5.11 | -40% |
| Returns for 10 years | -31.34 | 13.92 | -225% |
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