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HBGHX vs SHSAX
HBGHX vs SHSAX Comparison Chart
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HBGHX vs. SHSAX commentary
Jun 16, 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: 6.52B vs. HBGHX (106M). SHSAX pays higher dividends than HBGHX: SHSAX (0.23) vs HBGHX (0.00). HBGHX was incepted earlier than SHSAX: HBGHX (25 years) vs SHSAX (26 years). HBGHX (1.18) is less costly to investors than SHSAX (1.09). HBGHX is a more actively managed with annual turnover of: 42.00 vs. SHSAX (27.00). 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 : -11.50 vs. SHSAX (-13.42). SHSAX return over 5 years is better than : -3.42 vs. HBGHX (-37.66).
| HBGHX | SHSAX | HBGHX / SHSAX | |
| Total Expense Ratio | 1.18 | 1.09 | 108% |
| Annual Report Gross Expense Ratio | 1.18 | 1.09 | 108% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | -4.530 | -1.217 | 372% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 6.52B | 2% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | -11.50 | -13.42 | 86% |
| Returns for 3 years | -17.59 | -0.08 | 20,823% |
| Returns for 5 years | -37.66 | -3.42 | 1,101% |
| Returns for 10 years | -57.53 | 11.70 | -492% |
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