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SHSAX vs SWHFX
SHSAX vs SWHFX Comparison Chart
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SHSAX vs. SWHFX commentary
Feb 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 StrongBuy and SWHFX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 7.44B vs. SWHFX (724M). 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 : -5.23 vs. SWHFX (-7.51). SHSAX return over 5 years is better than : 1.20 vs. SWHFX (-2.50).
| 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 | 7.127 | 7.318 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.44B | 724M | 1,027% |
| Annual Yield % from dividends | 0.23 | 0.79 | 29% |
| Returns for 1 year | -5.23 | -7.51 | 70% |
| Returns for 3 years | 1.64 | -1.04 | -158% |
| Returns for 5 years | 1.20 | -2.50 | -48% |
| Returns for 10 years | 28.98 | -3.71 | -780% |
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