Interact to see
Advertisement
Advertisement
HLHIX vs SHSAX
HLHIX vs SHSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLHIX 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 HLHIX is a Buy and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.61B vs. HLHIX (105M). SHSAX pays higher dividends than HLHIX: SHSAX (0.20) vs HLHIX (0.00). HLHIX was incepted earlier than SHSAX: HLHIX (11 years) vs SHSAX (26 years). HLHIX (1.15) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 43.00 vs. HLHIX (8.00). 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 : 6.95 vs. SHSAX (2.89). HLHIX return over 5 years is better than : -7.30 vs. SHSAX (-9.62).
| HLHIX | SHSAX | HLHIX / SHSAX | |
| Total Expense Ratio | 1.05 | 1.09 | 96% |
| Annual Report Gross Expense Ratio | 1.15 | 1.09 | 106% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 8.815 | 4.757 | 185% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 6.61B | 2% |
| Annual Yield % from dividends | 0.00 | 0.20 | - |
| Returns for 1 year | 6.95 | 2.89 | 240% |
| Returns for 3 years | 9.73 | 0.44 | 2,202% |
| Returns for 5 years | -7.30 | -9.62 | 76% |
| Returns for 10 years | 4.97 | 34.66 | 14% |