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SHSAX vs SWHFX
SHSAX vs SWHFX Comparison Chart in %
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SHSAX vs. SWHFX commentary
Sep 07, 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: 6.23B vs. SWHFX (636M). SWHFX pays higher dividends than SHSAX: SWHFX (0.69) 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 (43.00). SWHFX has a lower initial minimum investment than SHSAX: SWHFX (0) vs SHSAX (1000). SHSAX (-16.25) and SWHFX (-16.56) have marching annual gain over last year. SWHFX return over 5 years is better than : -8.64 vs. SHSAX (-13.34).
| 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 | -3.555 | 4.133 | -86% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.23B | 636M | 980% |
| Annual Yield % from dividends | 0.23 | 0.69 | 33% |
| Returns for 1 year | -16.25 | -16.56 | 98% |
| Returns for 3 years | 0.40 | -0.52 | -77% |
| Returns for 5 years | -13.34 | -8.64 | 154% |
| Returns for 10 years | 12.07 | -7.43 | -162% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| BND | 74.27 | 0.35 | +0.47% |
| Vanguard Total Bond Market ETF | |||
| INEQ | 37.42 | 0.14 | +0.39% |
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| HTD | 24.50 | 0.03 | +0.12% |
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| AHLT | 22.78 | -0.08 | -0.33% |
| American Beacon AHL Trend ETF | |||