Interact to see
Advertisement
Advertisement
SHSAX vs SWHFX
SHSAX vs SWHFX Comparison
Open Charts SHSAX vs SWHFX
SHSAX vs SWHFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHSAX vs. SWHFX commentary
Jul 14, 2026
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 (645M). SWHFX pays higher dividends than SHSAX: SWHFX (0.92) vs SHSAX (0.26). SHSAX was incepted earlier than SWHFX: SHSAX (27 years) vs SWHFX (26 years). SHSAX (1.09) is less costly to investors than SWHFX (0.80). SHSAX (43.00) and SWHFX (41.00) have comparable annual turnover. SWHFX has a lower initial minimum investment than SHSAX: SWHFX (0) vs SHSAX (1000). SWHFX annual gain was more profitable for investors over the last year : 13.35 vs. SHSAX (10.27). SWHFX return over 5 years is better than : -7.77 vs. SHSAX (-13.99).
| SHSAX | SWHFX | SHSAX / SWHFX | |
| Total Expense Ratio | 1.09 | 0.80 | 136% |
| Annual Report Gross Expense Ratio | 1.09 | 0.80 | 136% |
| Fund Existence | 27 years | 26 years | - |
| Gain YTD | 5.067 | 3.450 | 147% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.23B | 645M | 966% |
| Annual Yield % from dividends | 0.26 | 0.92 | 28% |
| Returns for 1 year | 10.27 | 13.35 | 77% |
| Returns for 3 years | 3.36 | 7.93 | 42% |
| Returns for 5 years | -13.99 | -7.77 | 180% |
| Returns for 10 years | 43.09 | 17.23 | 250% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement