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SBHIX vs SHSAX
SBHIX vs SHSAX Comparison Chart
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SBHIX vs. SHSAX commentary
Apr 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.64B vs. SBHIX (9.96M). SHSAX pays higher dividends than SBHIX: SHSAX (0.21) 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 : -1.11 vs. SHSAX (-9.37). SBHIX return over 5 years is better than : -1.07 vs. SHSAX (-5.99).
| 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 | -1.416 | -3.011 | 47% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.96M | 6.64B | 0% |
| Annual Yield % from dividends | 0.00 | 0.21 | - |
| Returns for 1 year | -1.11 | -9.37 | 12% |
| Returns for 3 years | -9.94 | -14.24 | 70% |
| Returns for 5 years | -1.07 | -5.99 | 18% |
| Returns for 10 years | -33.65 | 11.59 | -290% |
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