HLHIX
Price
$27.92
Change
+$0.13 (+0.47%)
Updated
Jul 25 closing price
Net Assets
104.09M
SHSAX
Price
$58.58
Change
+$0.29 (+0.50%)
Updated
Jul 25 closing price
Net Assets
6.31B
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HLHIX vs SHSAX

Header iconHLHIX vs SHSAX Comparison
Open Charts HLHIX vs SHSAXBanner chart's image
Virtus KAR Health Sciences Inst
Price$27.92
Change+$0.13 (+0.47%)
VolumeN/A
Net Assets104.09M
BlackRock Health Sciences Opps Inv A
Price$58.58
Change+$0.29 (+0.50%)
VolumeN/A
Net Assets6.31B
HLHIX vs SHSAX Comparison Chart in %
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HLHIX vs. SHSAX commentary
Jul 28, 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 HLHIX is a Buy and SHSAX is a Buy.

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FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.31B vs. HLHIX (104M). SHSAX pays higher dividends than HLHIX: SHSAX (0.22) vs HLHIX (0.00). HLHIX was incepted earlier than SHSAX: HLHIX (11 years) vs SHSAX (26 years). HLHIX (1.12) and SHSAX (1.09) have similar cost to investors . SHSAX is a more actively managed with annual turnover of: 27.00 vs. HLHIX (6.00). SHSAX has a lower initial minimum investment than HLHIX: SHSAX (1000) vs HLHIX (1000000). HLHIX annual gain was more profitable for investors over the last year : -11.45 vs. SHSAX (-16.26). SHSAX return over 5 years is better than : -15.72 vs. HLHIX (-21.91).
HLHIXSHSAXHLHIX / SHSAX
Total Expense Ratio1.051.0996%
Annual Report Gross Expense Ratio1.121.09103%
Fund Existence11 years26 years-
Gain YTD-2.718-6.18244%
Front LoadN/A5%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets104M6.31B2%
Annual Yield % from dividends0.000.22-
Returns for 1 year-11.45-16.2670%
Returns for 3 years-11.51-6.90167%
Returns for 5 years-21.91-15.72139%
Returns for 10 years-29.701.74-1,709%
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