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SHSAX vs SWHFX
SHSAX vs SWHFX Comparison Chart
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SHSAX vs. SWHFX 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 SWHFX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.58B vs. SWHFX (649M). SWHFX pays higher dividends than SHSAX: SWHFX (0.68) vs SHSAX (0.22). SHSAX was incepted earlier than SWHFX: SHSAX (25 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 annual gain was more profitable for investors over the last year : -13.43 vs. SWHFX (-15.25). SHSAX return over 5 years is better than : -6.46 vs. SWHFX (-7.81).
| SHSAX | SWHFX | SHSAX / SWHFX | |
| Total Expense Ratio | 1.09 | 0.79 | 138% |
| Annual Report Gross Expense Ratio | 1.09 | 0.79 | 138% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | -2.018 | -0.474 | 426% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.58B | 649M | 1,014% |
| Annual Yield % from dividends | 0.22 | 0.68 | 32% |
| Returns for 1 year | -13.43 | -15.25 | 88% |
| Returns for 3 years | -7.51 | -9.53 | 79% |
| Returns for 5 years | -6.46 | -7.81 | 83% |
| Returns for 10 years | 10.60 | -15.48 | -68% |
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