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SHSAX vs SUHAX
SHSAX vs SUHAX Comparison Chart in %
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SHSAX vs. SUHAX commentary
Jul 06, 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 StrongBuy and SUHAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.46B vs. SUHAX (245M). SUHAX pays higher dividends than SHSAX: SUHAX (0.26) vs SHSAX (0.22). SHSAX was incepted earlier than SUHAX: SHSAX (26 years) vs SUHAX (25 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 : -5.72 vs. SHSAX (-11.81). SUHAX return over 5 years is better than : -3.74 vs. SHSAX (-8.30).
| 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 | 25 years | - |
| Gain YTD | -0.817 | -1.184 | 69% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.46B | 245M | 2,636% |
| Annual Yield % from dividends | 0.22 | 0.26 | 86% |
| Returns for 1 year | -11.81 | -5.72 | 207% |
| Returns for 3 years | -7.36 | 3.50 | -210% |
| Returns for 5 years | -8.30 | -3.74 | 222% |
| Returns for 10 years | 10.50 | -20.68 | -51% |
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