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SHSAX vs SWHFX
SHSAX vs SWHFX Comparison Chart in %
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SHSAX vs. SWHFX commentary
Aug 17, 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: 6.16B vs. SWHFX (621M). SWHFX pays higher dividends than SHSAX: SWHFX (0.72) vs SHSAX (0.24). 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 (27.00). SWHFX has a lower initial minimum investment than SHSAX: SWHFX (0) vs SHSAX (1000). SHSAX (-18.14) and SWHFX (-18.76) have marching annual gain over last year. SWHFX return over 5 years is better than : -13.03 vs. SHSAX (-16.96).
| 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 | -6.598 | 0.517 | -1,277% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 621M | 991% |
| Annual Yield % from dividends | 0.24 | 0.72 | 33% |
| Returns for 1 year | -18.14 | -18.76 | 97% |
| Returns for 3 years | -9.20 | -10.80 | 85% |
| Returns for 5 years | -16.96 | -13.03 | 130% |
| Returns for 10 years | 2.82 | -16.23 | -17% |
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