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BHSRX vs SHSAX
BHSRX vs SHSAX Comparison Chart in %
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BHSRX vs. SHSAX commentary
Sep 08, 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 (6.25B) and SHSAX (6.25B) have equal amount of cash in the bank . SHSAX pays higher dividends than BHSRX: SHSAX (0.23) 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 (43.00) and SHSAX (43.00) have comparable annual turnover. BHSRX has a lower initial minimum investment than SHSAX: BHSRX (100) vs SHSAX (1000). SHSAX (-16.25) and BHSRX (-16.90) have marching annual gain over last year. SHSAX return over 5 years is better than : -13.34 vs. BHSRX (-15.34).
| 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 | -4.052 | -3.555 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100 | 1000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.25B | 6.25B | 100% |
| Annual Yield % from dividends | 0.02 | 0.23 | 8% |
| Returns for 1 year | -16.90 | -16.25 | 104% |
| Returns for 3 years | -1.36 | 0.40 | -342% |
| Returns for 5 years | -15.34 | -13.34 | 115% |
| Returns for 10 years | 7.41 | 12.07 | 61% |
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