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BHSRX vs SHSAX
BHSRX vs SHSAX Comparison Chart in %
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BHSRX vs. SHSAX commentary
Jul 07, 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 (6.46B) and SHSAX (6.46B) 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 (-11.81) and BHSRX (-12.39) have marching annual gain over last year. SHSAX return over 5 years is better than : -8.30 vs. BHSRX (-10.17).
| 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 | -0.997 | -0.817 | 122% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100 | 1000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.46B | 6.46B | 100% |
| Annual Yield % from dividends | 0.02 | 0.22 | 8% |
| Returns for 1 year | -12.39 | -11.81 | 105% |
| Returns for 3 years | -8.94 | -7.36 | 122% |
| Returns for 5 years | -10.17 | -8.30 | 122% |
| Returns for 10 years | 6.19 | 10.50 | 59% |
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