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SBHIX vs VGHAX
SBHIX vs VGHAX Comparison Chart in %
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SBHIX vs. VGHAX commentary
Jun 30, 2025
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 VGHAX is a Hold.
FUNDAMENTALS
Fundamentals
VGHAX has more cash in the bank: 36B vs. SBHIX (10.1M). VGHAX pays higher dividends than SBHIX: VGHAX (0.95) vs SBHIX (0.00). SBHIX was incepted earlier than VGHAX: SBHIX (22 years) vs VGHAX (24 years). SBHIX (2.32) is less costly to investors than VGHAX (0.32). VGHAX is a more actively managed with annual turnover of: 29.00 vs. SBHIX (17.00). SBHIX has a lower initial minimum investment than VGHAX: SBHIX (250) vs VGHAX (50000). SBHIX annual gain was more profitable for investors over the last year : -3.87 vs. VGHAX (-20.82). SBHIX return over 5 years is better than : 5.34 vs. VGHAX (-15.12).
| SBHIX | VGHAX | SBHIX / VGHAX | |
| Total Expense Ratio | 2.32 | 0.32 | 725% |
| Annual Report Gross Expense Ratio | 2.32 | 0.32 | 725% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 2.212 | -4.890 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 36B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | -3.87 | -20.82 | 19% |
| Returns for 3 years | 1.40 | -12.28 | -11% |
| Returns for 5 years | 5.34 | -15.12 | -35% |
| Returns for 10 years | -30.51 | -25.35 | 120% |
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