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
Sep 13, 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 Hold and SWHFX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.17B vs. SWHFX (634M). SWHFX pays higher dividends than SHSAX: SWHFX (0.88) 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 : 9.05 vs. SHSAX (4.10). SWHFX return over 5 years is better than : -10.75 vs. SHSAX (-17.90).
| 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 | -2.642 | 3.802 | -69% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.17B | 634M | 974% |
| Annual Yield % from dividends | 0.26 | 0.88 | 29% |
| Returns for 1 year | 4.10 | 9.05 | 45% |
| Returns for 3 years | -2.23 | 6.43 | -35% |
| Returns for 5 years | -17.90 | -10.75 | 167% |
| Returns for 10 years | 34.80 | 21.13 | 165% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement