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SHSAX vs SWHFX
SHSAX vs SWHFX Comparison Chart
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SHSAX vs. SWHFX commentary
Jan 19, 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 StrongBuy and SWHFX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 7.37B vs. SWHFX (697M). SWHFX pays higher dividends than SHSAX: SWHFX (0.79) vs SHSAX (0.23). SHSAX was incepted earlier than SWHFX: SHSAX (25 years) vs SWHFX (25 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 annual gain was more profitable for investors over the last year : -3.57 vs. SWHFX (-8.46). SHSAX return over 5 years is better than : -2.07 vs. SWHFX (-9.09).
| SHSAX | SWHFX | SHSAX / SWHFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 3.075 | 1.248 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.37B | 697M | 1,058% |
| Annual Yield % from dividends | 0.23 | 0.79 | 29% |
| Returns for 1 year | -3.57 | -8.46 | 42% |
| Returns for 3 years | -6.46 | -10.18 | 63% |
| Returns for 5 years | -2.07 | -9.09 | 23% |
| Returns for 10 years | 29.30 | -6.09 | -481% |
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