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HBGHX vs SHSAX
HBGHX vs SHSAX Comparison Chart in %
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HBGHX vs. SHSAX commentary
Nov 14, 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 HBGHX is a StrongBuy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.6B vs. HBGHX (115M). HBGHX pays higher dividends than SHSAX: HBGHX (0.52) vs SHSAX (0.21). HBGHX was incepted earlier than SHSAX: HBGHX (26 years) vs SHSAX (26 years). HBGHX (1.18) is less costly to investors than SHSAX (1.09). SHSAX (43.00) and HBGHX (42.00) have comparable annual turnover. HBGHX has a lower initial minimum investment than SHSAX: HBGHX (0) vs SHSAX (1000). HBGHX annual gain was more profitable for investors over the last year : -1.84 vs. SHSAX (-4.36). SHSAX return over 5 years is better than : -10.06 vs. HBGHX (-28.54).
| HBGHX | SHSAX | HBGHX / SHSAX | |
| Total Expense Ratio | 1.18 | 1.09 | 108% |
| Annual Report Gross Expense Ratio | 1.18 | 1.09 | 108% |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | 5.478 | 6.935 | 79% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 6.6B | 2% |
| Annual Yield % from dividends | 0.52 | 0.21 | 245% |
| Returns for 1 year | -1.84 | -4.36 | 42% |
| Returns for 3 years | 9.51 | 4.78 | 199% |
| Returns for 5 years | -28.54 | -10.06 | 284% |
| Returns for 10 years | -44.35 | 31.19 | -142% |
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