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SHSAX vs SWHFX
SHSAX vs SWHFX Comparison
Open Charts SHSAX vs SWHFX
SHSAX vs SWHFX Comparison Chart in %
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SHSAX vs. SWHFX commentary
Jun 03, 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: 5.82B vs. SWHFX (607M). SWHFX pays higher dividends than SHSAX: SWHFX (0.97) vs SHSAX (0.27). SHSAX was incepted earlier than SWHFX: SHSAX (26 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 : 6.67 vs. SHSAX (3.04). SWHFX return over 5 years is better than : -9.17 vs. SHSAX (-17.33).
| SHSAX | SWHFX | SHSAX / SWHFX | |
| Total Expense Ratio | 1.09 | 0.80 | 136% |
| Annual Report Gross Expense Ratio | 1.09 | 0.80 | 136% |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | -3.862 | -4.430 | 87% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.82B | 607M | 959% |
| Annual Yield % from dividends | 0.27 | 0.97 | 28% |
| Returns for 1 year | 3.04 | 6.67 | 46% |
| Returns for 3 years | -4.08 | 0.19 | -2,158% |
| Returns for 5 years | -17.33 | -9.17 | 189% |
| Returns for 10 years | 32.83 | 10.56 | 311% |
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