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SHSAX vs SUHAX
SHSAX vs SUHAX Comparison Chart
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SHSAX vs. SUHAX commentary
May 23, 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: 6.44B vs. SUHAX (242M). SUHAX pays higher dividends than SHSAX: SUHAX (0.25) vs SHSAX (0.22). SHSAX was incepted earlier than SUHAX: SHSAX (25 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 : -9.65 vs. SHSAX (-15.25). SUHAX return over 5 years is better than : -4.84 vs. SHSAX (-8.37).
| SHSAX | SUHAX | SHSAX / SUHAX | |
| Total Expense Ratio | 1.09 | 1.34 | 81% |
| Annual Report Gross Expense Ratio | 1.09 | 1.34 | 81% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | -4.020 | -4.709 | 85% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.44B | 242M | 2,662% |
| Annual Yield % from dividends | 0.22 | 0.25 | 87% |
| Returns for 1 year | -15.25 | -9.65 | 158% |
| Returns for 3 years | -10.14 | -0.28 | 3,668% |
| Returns for 5 years | -8.37 | -4.84 | 173% |
| Returns for 10 years | 8.34 | -22.86 | -36% |
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