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ETHSX vs SHSAX
ETHSX vs SHSAX Comparison Chart
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ETHSX vs. SHSAX commentary
Jun 15, 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 StrongBuy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.52B vs. ETHSX (862M). SHSAX pays higher dividends than ETHSX: SHSAX (0.23) vs ETHSX (0.18). 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: 27.00 vs. ETHSX (15.00). ETHSX (5%) and SHSAX (5%) have equivalent initial investment costs. ETHSX (1000) and SHSAX (1000) have matching initial minimum investment requirements. ETHSX annual gain was more profitable for investors over the last year : -9.65 vs. SHSAX (-13.42). ETHSX return over 5 years is better than : 7.22 vs. SHSAX (-3.42).
| 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 | 0.309 | -1.217 | -25% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 862M | 6.52B | 13% |
| Annual Yield % from dividends | 0.18 | 0.23 | 80% |
| Returns for 1 year | -9.65 | -13.42 | 72% |
| Returns for 3 years | 7.24 | -0.08 | -8,569% |
| Returns for 5 years | 7.22 | -3.42 | -211% |
| Returns for 10 years | -3.57 | 11.70 | -31% |
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