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SHSAX vs SWHFX
SHSAX vs SWHFX Comparison
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SHSAX vs SWHFX Comparison Chart in %
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SHSAX vs. SWHFX commentary
Aug 23, 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: 6.56B vs. SWHFX (677M). SWHFX pays higher dividends than SHSAX: SWHFX (0.91) 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 : 18.85 vs. SHSAX (12.38). SWHFX return over 5 years is better than : -7.26 vs. SHSAX (-14.59).
| 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 | 2.951 | 10.035 | 29% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.56B | 677M | 969% |
| Annual Yield % from dividends | 0.27 | 0.91 | 30% |
| Returns for 1 year | 12.38 | 18.85 | 66% |
| Returns for 3 years | 4.07 | 12.95 | 31% |
| Returns for 5 years | -14.59 | -7.26 | 201% |
| Returns for 10 years | 37.33 | 23.53 | 159% |
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