Interact to see
Advertisement
Advertisement
SBHIX vs SHSAX
SBHIX vs SHSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBHIX vs. SHSAX commentary
Feb 05, 2026
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 SBHIX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.49B vs. SBHIX (11.1M). SHSAX pays higher dividends than SBHIX: SHSAX (0.27) vs SBHIX (0.00). SBHIX was incepted earlier than SHSAX: SBHIX (23 years) vs SHSAX (26 years). SBHIX (2.60) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 43.00 vs. SBHIX (22.00). SBHIX has a lower initial minimum investment than SHSAX: SBHIX (250) vs SHSAX (1000). SBHIX annual gain was more profitable for investors over the last year : 9.91 vs. SHSAX (-2.82). SBHIX return over 5 years is better than : 19.39 vs. SHSAX (-12.28).
| SBHIX | SHSAX | SBHIX / SHSAX | |
| Total Expense Ratio | 2.60 | 1.09 | 239% |
| Annual Report Gross Expense Ratio | 2.60 | 1.09 | 239% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 1.702 | 0.170 | 1,002% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1M | 6.49B | 0% |
| Annual Yield % from dividends | 0.00 | 0.27 | - |
| Returns for 1 year | 9.91 | -2.82 | -352% |
| Returns for 3 years | 14.75 | 0.70 | 2,112% |
| Returns for 5 years | 19.39 | -12.28 | -158% |
| Returns for 10 years | -3.88 | 57.69 | -7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement