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SBHIX vs SHSAX
SBHIX vs SHSAX Comparison
Open Charts SBHIX vs SHSAX
SBHIX vs SHSAX Comparison Chart in %
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SBHIX vs. SHSAX commentary
Jul 21, 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 SBHIX is a Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.19B vs. SBHIX (11.2M). SHSAX pays higher dividends than SBHIX: SHSAX (0.26) vs SBHIX (0.00). SBHIX was incepted earlier than SHSAX: SBHIX (23 years) vs SHSAX (27 years). SBHIX (2.60) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 43.00 vs. SBHIX (22.00). 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 : 23.13 vs. SHSAX (19.48). SBHIX return over 5 years is better than : 13.50 vs. SHSAX (-11.65).
| SBHIX | SHSAX | SBHIX / SHSAX | |
| Total Expense Ratio | 2.60 | 1.09 | 239% |
| Annual Report Gross Expense Ratio | 2.60 | 1.09 | 239% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 6.692 | 4.557 | 147% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2M | 6.19B | 0% |
| Annual Yield % from dividends | 0.00 | 0.26 | - |
| Returns for 1 year | 23.13 | 19.48 | 119% |
| Returns for 3 years | 17.71 | 2.78 | 637% |
| Returns for 5 years | 13.50 | -11.65 | -116% |
| Returns for 10 years | -15.03 | 40.16 | -37% |
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