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ERHSX vs SHSAX
ERHSX vs SHSAX Comparison Chart in %
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ERHSX vs. SHSAX commentary
Feb 05, 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 ERHSX is a Hold and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.46B vs. ERHSX (855M). SHSAX pays higher dividends than ERHSX: SHSAX (0.27) vs ERHSX (0.20). ERHSX was incepted earlier than SHSAX: ERHSX (22 years) vs SHSAX (26 years). ERHSX (1.46) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 43.00 vs. ERHSX (30.00). ERHSX (1000) and SHSAX (1000) have matching initial minimum investment requirements. SHSAX annual gain was more profitable for investors over the last year : -2.82 vs. ERHSX (-3.58). ERHSX return over 5 years is better than : 2.90 vs. SHSAX (-12.28).
| ERHSX | SHSAX | ERHSX / SHSAX | |
| Total Expense Ratio | 1.43 | 1.09 | 131% |
| Annual Report Gross Expense Ratio | 1.46 | 1.09 | 134% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -0.410 | 0.170 | -242% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 855M | 6.46B | 13% |
| Annual Yield % from dividends | 0.20 | 0.27 | 77% |
| Returns for 1 year | -3.58 | -2.82 | 127% |
| Returns for 3 years | 5.66 | 0.70 | 810% |
| Returns for 5 years | 2.90 | -12.28 | -24% |
| Returns for 10 years | 32.82 | 57.69 | 57% |
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