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SHSAX vs SWHFX
SHSAX vs SWHFX Comparison Chart
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SHSAX vs. SWHFX commentary
Nov 18, 2024
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 Sell and SWHFX is a StrongSell.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 7.78B vs. SWHFX (754M). SWHFX pays higher dividends than SHSAX: SWHFX (0.79) vs SHSAX (0.23). SHSAX was incepted earlier than SWHFX: SHSAX (25 years) vs SWHFX (24 years). SWHFX is a more actively managed with annual turnover of: 53.00 vs. SHSAX (29.00). SWHFX has a lower initial minimum investment than SHSAX: SWHFX (0) vs SHSAX (1000). SHSAX (7.48) and SWHFX (7.22) have marching annual gain over last year. SHSAX return over 5 years is better than : 6.66 vs. SWHFX (5.07).
| SHSAX | SWHFX | SHSAX / SWHFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 2.599 | 3.352 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.78B | 754M | 1,031% |
| Annual Yield % from dividends | 0.23 | 0.79 | 29% |
| Returns for 1 year | 7.48 | 7.22 | 104% |
| Returns for 3 years | -13.30 | -12.88 | 103% |
| Returns for 5 years | 6.66 | 5.07 | 131% |
| Returns for 10 years | 31.58 | -4.86 | -649% |
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