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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 24, 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: 5.89B vs. SWHFX (612M). SWHFX pays higher dividends than SHSAX: SWHFX (0.97) vs SHSAX (0.27). 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 : 8.29 vs. SHSAX (4.39). SWHFX return over 5 years is better than : -11.07 vs. SHSAX (-19.33).
| SHSAX | SWHFX | SHSAX / SWHFX | |
| Total Expense Ratio | 1.09 | 0.80 | 136% |
| Annual Report Gross Expense Ratio | 1.09 | 0.80 | 136% |
| Fund Existence | 27 years | 26 years | - |
| Gain YTD | -2.935 | -3.528 | 83% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.89B | 612M | 962% |
| Annual Yield % from dividends | 0.27 | 0.97 | 28% |
| Returns for 1 year | 4.39 | 8.29 | 53% |
| Returns for 3 years | -4.60 | 0.41 | -1,122% |
| Returns for 5 years | -19.33 | -11.07 | 175% |
| Returns for 10 years | 40.30 | 16.93 | 238% |
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