Interact to see
Advertisement
Advertisement
SBHIX vs SHSAX
SBHIX vs SHSAX Comparison
Open Charts SBHIX vs SHSAX
SBHIX vs SHSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBHIX vs. SHSAX commentary
Aug 11, 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 StrongBuy and SHSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.23B vs. SBHIX (11.4M). SHSAX pays higher dividends than SBHIX: SHSAX (0.27) vs SBHIX (0.00). SBHIX was incepted earlier than SHSAX: SBHIX (24 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 : 28.02 vs. SHSAX (11.22). SBHIX return over 5 years is better than : 17.05 vs. SHSAX (-17.53).
| SBHIX | SHSAX | SBHIX / SHSAX | |
| Total Expense Ratio | 2.60 | 1.09 | 239% |
| Annual Report Gross Expense Ratio | 2.60 | 1.09 | 239% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 9.942 | -2.688 | -370% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4M | 6.23B | 0% |
| Annual Yield % from dividends | 0.00 | 0.27 | - |
| Returns for 1 year | 28.02 | 11.22 | 250% |
| Returns for 3 years | 21.77 | -3.03 | -719% |
| Returns for 5 years | 17.05 | -17.53 | -97% |
| Returns for 10 years | -12.09 | 30.02 | -40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers