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HLHIX vs SHSAX
HLHIX vs SHSAX Comparison Chart in %
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HLHIX vs. SHSAX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.25B vs. HLHIX (100M). SHSAX pays higher dividends than HLHIX: SHSAX (0.23) 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: 43.00 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 : -12.65 vs. SHSAX (-16.25). SHSAX return over 5 years is better than : -13.34 vs. HLHIX (-22.68).
| HLHIX | SHSAX | HLHIX / SHSAX | |
| Total Expense Ratio | 1.05 | 1.09 | 96% |
| Annual Report Gross Expense Ratio | 1.12 | 1.09 | 103% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -4.460 | -3.555 | 125% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 6.25B | 2% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | -12.65 | -16.25 | 78% |
| Returns for 3 years | -6.48 | 0.40 | -1,624% |
| Returns for 5 years | -22.68 | -13.34 | 170% |
| Returns for 10 years | -26.36 | 12.07 | -218% |
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