The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| 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 | 11.683 | 0.201 | 5,817% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 6.37B | 0% |
| Annual Yield % from dividends | 0.00 | 0.26 | - |
| Returns for 1 year | 25.41 | 9.03 | 281% |
| Returns for 3 years | 26.01 | 0.17 | 14,954% |
| Returns for 5 years | 15.16 | -18.12 | -84% |
| Returns for 10 years | -8.58 | 37.09 | -23% |