SBHIX
Price
$22.42
Change
-$0.32 (-1.41%)
Updated
May 8 closing price
Net Assets
10.11M
VHCIX
Price
$122.77
Change
-$0.90 (-0.73%)
Updated
May 8 closing price
Net Assets
18.29B
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SBHIX vs VHCIX

Header iconSBHIX vs VHCIX Comparison
Open Charts SBHIX vs VHCIXBanner chart's image
Saratoga Health & Biotechnology I
Price$22.42
Change-$0.32 (-1.41%)
VolumeN/A
Net Assets10.11M
Vanguard Health Care Index Admiral
Price$122.77
Change-$0.90 (-0.73%)
VolumeN/A
Net Assets18.29B
SBHIX vs VHCIX Comparison Chart
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SBHIX vs. VHCIX commentary
May 09, 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 VHCIX is a Buy.

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FUNDAMENTALS
Fundamentals
VHCIX has more cash in the bank: 18.3B vs. SBHIX (10.1M). VHCIX pays higher dividends than SBHIX: VHCIX (1.56) vs SBHIX (0.00). SBHIX was incepted earlier than VHCIX: SBHIX (22 years) vs VHCIX (21 years). SBHIX (2.32) is less costly to investors than VHCIX (0.09). SBHIX is a more actively managed with annual turnover of: 17.00 vs. VHCIX (4.00). SBHIX has a lower initial minimum investment than VHCIX: SBHIX (250) vs VHCIX (100000). SBHIX annual gain was more profitable for investors over the last year : -2.15 vs. VHCIX (-4.87). VHCIX return over 5 years is better than : 30.68 vs. SBHIX (2.06).
SBHIXVHCIXSBHIX / VHCIX
Total Expense Ratio2.320.092,578%
Annual Report Gross Expense Ratio2.320.092,578%
Fund Existence22 years21 years-
Gain YTD0.619-2.538-24%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets10.1M18.3B0%
Annual Yield % from dividends0.001.56-
Returns for 1 year-2.15-4.8744%
Returns for 3 years1.117.5315%
Returns for 5 years2.0630.687%
Returns for 10 years-31.3481.16-39%
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