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ERHSX vs SHSAX
ERHSX vs SHSAX Comparison Chart in %
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ERHSX vs. SHSAX commentary
Aug 18, 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 ERHSX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.23B vs. ERHSX (811M). SHSAX pays higher dividends than ERHSX: SHSAX (0.24) vs ERHSX (0.00). ERHSX was incepted earlier than SHSAX: ERHSX (22 years) vs SHSAX (26 years). ERHSX (1.45) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 27.00 vs. ERHSX (15.00). ERHSX (1000) and SHSAX (1000) have matching initial minimum investment requirements. ERHSX annual gain was more profitable for investors over the last year : -15.77 vs. SHSAX (-17.07). ERHSX return over 5 years is better than : -1.06 vs. SHSAX (-15.88).
| ERHSX | SHSAX | ERHSX / SHSAX | |
| Total Expense Ratio | 1.42 | 1.09 | 130% |
| Annual Report Gross Expense Ratio | 1.45 | 1.09 | 133% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -1.131 | -5.381 | 21% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 6.23B | 13% |
| Annual Yield % from dividends | 0.00 | 0.24 | - |
| Returns for 1 year | -15.77 | -17.07 | 92% |
| Returns for 3 years | -3.52 | -8.02 | 44% |
| Returns for 5 years | -1.06 | -15.88 | 7% |
| Returns for 10 years | -5.68 | 4.16 | -136% |
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