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BHSRX vs SHSAX
BHSRX vs SHSAX Comparison Chart in %
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BHSRX vs. SHSAX commentary
Jul 27, 2025
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 BHSRX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
BHSRX (6.31B) and SHSAX (6.31B) have equal amount of cash in the bank . SHSAX pays higher dividends than BHSRX: SHSAX (0.22) vs BHSRX (0.02). BHSRX was incepted earlier than SHSAX: BHSRX (14 years) vs SHSAX (26 years). BHSRX (1.46) is less costly to investors than SHSAX (1.09). BHSRX (27.00) and SHSAX (27.00) have comparable annual turnover. BHSRX has a lower initial minimum investment than SHSAX: BHSRX (100) vs SHSAX (1000). SHSAX (-16.26) and BHSRX (-16.91) have marching annual gain over last year. SHSAX return over 5 years is better than : -15.72 vs. BHSRX (-17.65).
| BHSRX | SHSAX | BHSRX / SHSAX | |
| Total Expense Ratio | 1.46 | 1.09 | 134% |
| Annual Report Gross Expense Ratio | 1.46 | 1.09 | 134% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -6.610 | -6.182 | 107% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100 | 1000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.31B | 6.31B | 100% |
| Annual Yield % from dividends | 0.02 | 0.22 | 8% |
| Returns for 1 year | -16.91 | -16.26 | 104% |
| Returns for 3 years | -8.52 | -6.90 | 124% |
| Returns for 5 years | -17.65 | -15.72 | 112% |
| Returns for 10 years | -2.45 | 1.74 | -141% |
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