Interact to see
Advertisement
Advertisement
SHSAX vs SUHAX
SHSAX vs SUHAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SHSAX vs. SUHAX commentary
Jun 15, 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 SHSAX is a Buy and SUHAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.52B vs. SUHAX (249M). SUHAX pays higher dividends than SHSAX: SUHAX (0.27) vs SHSAX (0.23). SHSAX was incepted earlier than SUHAX: SHSAX (26 years) vs SUHAX (24 years). SUHAX (1.34) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 27.00 vs. SUHAX (1.00). SUHAX initial investment is less costly to investors than SHSAX (5%) vs SHSAX (5%). SHSAX (1000) and SUHAX (1000) have matching initial minimum investment requirements. SUHAX annual gain was more profitable for investors over the last year : -6.73 vs. SHSAX (-13.42). SUHAX return over 5 years is better than : 1.75 vs. SHSAX (-3.42).
| SHSAX | SUHAX | SHSAX / SUHAX | |
| Total Expense Ratio | 1.09 | 1.34 | 81% |
| Annual Report Gross Expense Ratio | 1.09 | 1.34 | 81% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | -1.217 | -0.991 | 123% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.52B | 249M | 2,618% |
| Annual Yield % from dividends | 0.23 | 0.27 | 86% |
| Returns for 1 year | -13.42 | -6.73 | 199% |
| Returns for 3 years | -0.08 | 12.36 | -1% |
| Returns for 5 years | -3.42 | 1.75 | -196% |
| Returns for 10 years | 11.70 | -19.82 | -59% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NBHCX | 14.42 | -0.09 | -0.62% |
| Neuberger Berman Equity Income C | |||
| FRDRX | 91.47 | -0.99 | -1.07% |
| Franklin Rising Dividends R | |||
| LGMNX | 25.27 | -0.33 | -1.29% |
| Loomis Sayles Global Allocation N | |||
| HNCUX | 20.37 | -0.34 | -1.64% |
| Hartford International Growth R6 | |||
| TSLFX | 4.63 | -0.08 | -1.70% |
| Transamerica Small Cap Value R4 | |||