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SHSAX vs SWHFX
SHSAX vs SWHFX Comparison Chart
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SHSAX vs. SWHFX commentary
Jun 14, 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 SWHFX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.56B vs. SWHFX (660M). SWHFX pays higher dividends than SHSAX: SWHFX (0.71) vs SHSAX (0.23). SHSAX was incepted earlier than SWHFX: SHSAX (26 years) vs SWHFX (25 years). SHSAX (1.09) is less costly to investors than SWHFX (0.79). SWHFX is a more actively managed with annual turnover of: 64.00 vs. SHSAX (27.00). SWHFX has a lower initial minimum investment than SHSAX: SWHFX (0) vs SHSAX (1000). SHSAX (-13.00) and SWHFX (-13.29) have marching annual gain over last year. SHSAX (-2.95) and SWHFX (-3.02) have equivalent 5 years return.
| SHSAX | SWHFX | SHSAX / SWHFX | |
| Total Expense Ratio | 1.09 | 0.79 | 138% |
| Annual Report Gross Expense Ratio | 1.09 | 0.79 | 138% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | -0.737 | 2.497 | -30% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.56B | 660M | 993% |
| Annual Yield % from dividends | 0.23 | 0.71 | 32% |
| Returns for 1 year | -13.00 | -13.29 | 98% |
| Returns for 3 years | 0.40 | 0.31 | 128% |
| Returns for 5 years | -2.95 | -3.02 | 98% |
| Returns for 10 years | 12.25 | -11.65 | -105% |
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