SHSAX
Price
$62.29
Change
+$0.27 (+0.44%)
Updated
Oct 14 closing price
Net Assets
6.23B
SWHFX
Price
$25.00
Change
+$0.06 (+0.24%)
Updated
Oct 14 closing price
Net Assets
644.38M
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SHSAX vs SWHFX

Header iconSHSAX vs SWHFX Comparison
Open Charts SHSAX vs SWHFXBanner chart's image
BlackRock Health Sciences Opps Inv A
Price$62.29
Change+$0.27 (+0.44%)
VolumeN/A
Net Assets6.23B
Schwab Health Care
Price$25.00
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets644.38M
SHSAX vs SWHFX Comparison Chart in %
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SHSAX vs. SWHFX commentary
Oct 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 Hold and SWHFX is a Hold.

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FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.23B vs. SWHFX (644M). SWHFX pays higher dividends than SHSAX: SWHFX (0.67) vs SHSAX (0.22). 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 (43.00). SWHFX has a lower initial minimum investment than SHSAX: SWHFX (0) vs SHSAX (1000). SWHFX annual gain was more profitable for investors over the last year : -12.96 vs. SHSAX (-14.17). SWHFX return over 5 years is better than : -7.41 vs. SHSAX (-14.17).
SHSAXSWHFXSHSAX / SWHFX
Total Expense Ratio1.090.79138%
Annual Report Gross Expense Ratio1.090.79138%
Fund Existence26 years25 years-
Gain YTD-0.6737.361-9%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.23B644M968%
Annual Yield % from dividends0.220.6733%
Returns for 1 year-14.17-12.96109%
Returns for 3 years4.594.17110%
Returns for 5 years-14.17-7.41191%
Returns for 10 years21.07-1.52-1,390%
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