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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
Jun 04, 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 Buy and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 5.82B vs. SBHIX (10.3M). SHSAX pays higher dividends than SBHIX: SHSAX (0.27) vs SBHIX (0.00). SBHIX was incepted earlier than SHSAX: SBHIX (23 years) vs SHSAX (26 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 : 10.47 vs. SHSAX (3.04). SBHIX return over 5 years is better than : 9.04 vs. SHSAX (-17.33).
| 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 | 26 years | - |
| Gain YTD | -2.476 | -3.862 | 64% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 5.82B | 0% |
| Annual Yield % from dividends | 0.00 | 0.27 | - |
| Returns for 1 year | 10.47 | 3.04 | 345% |
| Returns for 3 years | 12.70 | -4.08 | -311% |
| Returns for 5 years | 9.04 | -17.33 | -52% |
| Returns for 10 years | -19.15 | 32.83 | -58% |
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