SBHIX
Price
$28.78
Change
-$0.29 (-1.00%)
Updated
Aug 31 closing price
Net Assets
11.59M
SHSAX
Price
$65.17
Change
+$0.31 (+0.48%)
Updated
Sep 1 closing price
Net Assets
6.37B
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SBHIX vs SHSAX

SBHIX vs SHSAX Comparison Chart in %
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A.I.Advisor
published Highlights

Market Cap

The average market capitalization across the group is 3.21B. The market cap for tickers in the group ranges from 11.59M to 6.4B. SHSAX holds the highest valuation in this group at 6.4B. The lowest valued company is SBHIX at 11.59M.

High and low price notable news

The average weekly price growth across all stocks in the group was -2%. For the same group, the average monthly price growth was 5%, and the average quarterly price growth was 3%. SBHIX experienced the highest price growth at -1%, while SHSAX experienced the biggest fall at -2%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
VS
SBHIX vs. SHSAX commentary
Sep 02, 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 Buy.

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FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.37B vs. SBHIX (11.6M). SHSAX pays higher dividends than SBHIX: SHSAX (0.26) 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 : 25.41 vs. SHSAX (9.03). SBHIX return over 5 years is better than : 15.16 vs. SHSAX (-18.12).
SBHIXSHSAXSBHIX / SHSAX
Total Expense Ratio2.601.09239%
Annual Report Gross Expense Ratio2.601.09239%
Fund Existence24 years27 years-
Gain YTD11.6830.2015,817%
Front LoadN/A5%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets11.6M6.37B0%
Annual Yield % from dividends0.000.26-
Returns for 1 year25.419.03281%
Returns for 3 years26.010.1714,954%
Returns for 5 years15.16-18.12-84%
Returns for 10 years-8.5837.09-23%
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