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SHSAX vs SWHFX
SHSAX vs SWHFX Comparison Chart
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SHSAX vs. SWHFX commentary
Apr 11, 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: 6.74B vs. SWHFX (670M). SWHFX pays higher dividends than SHSAX: SWHFX (0.66) vs SHSAX (0.21). 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). SWHFX (-14.73) and SHSAX (-15.09) have marching annual gain over last year. SHSAX return over 5 years is better than : -3.19 vs. SWHFX (-4.46).
| 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 | -6.182 | -2.884 | 214% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.74B | 670M | 1,005% |
| Annual Yield % from dividends | 0.21 | 0.66 | 32% |
| Returns for 1 year | -15.09 | -14.73 | 102% |
| Returns for 3 years | -20.07 | -19.68 | 102% |
| Returns for 5 years | -3.19 | -4.46 | 72% |
| Returns for 10 years | 7.78 | -16.47 | -47% |
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