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ETHSX vs SHSAX
ETHSX vs SHSAX Comparison Chart in %
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ETHSX vs. SHSAX commentary
Dec 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 ETHSX is a Buy and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.61B vs. ETHSX (885M). SHSAX pays higher dividends than ETHSX: SHSAX (0.20) vs ETHSX (0.16). ETHSX was incepted earlier than SHSAX: ETHSX (40 years) vs SHSAX (26 years). ETHSX (1.20) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 43.00 vs. ETHSX (30.00). ETHSX (5%) and SHSAX (5%) have equivalent initial investment costs. ETHSX (1000) and SHSAX (1000) have matching initial minimum investment requirements. SHSAX annual gain was more profitable for investors over the last year : 2.89 vs. ETHSX (2.06). ETHSX return over 5 years is better than : 5.41 vs. SHSAX (-9.62).
| ETHSX | SHSAX | ETHSX / SHSAX | |
| Total Expense Ratio | 1.17 | 1.09 | 107% |
| Annual Report Gross Expense Ratio | 1.20 | 1.09 | 110% |
| Fund Existence | 40 years | 26 years | - |
| Gain YTD | 3.555 | 4.757 | 75% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 885M | 6.61B | 13% |
| Annual Yield % from dividends | 0.16 | 0.20 | 82% |
| Returns for 1 year | 2.06 | 2.89 | 71% |
| Returns for 3 years | 6.25 | 0.44 | 1,413% |
| Returns for 5 years | 5.41 | -9.62 | -56% |
| Returns for 10 years | 10.69 | 34.66 | 31% |
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