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
Jan 16, 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 Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.57B vs. SBHIX (11.3M). 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 (2.32) 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 : 13.49 vs. SHSAX (4.27). SBHIX return over 5 years is better than : 17.74 vs. SHSAX (-11.69).
| SBHIX | SHSAX | SBHIX / SHSAX | |
| Total Expense Ratio | 2.32 | 1.09 | 213% |
| Annual Report Gross Expense Ratio | 2.32 | 1.09 | 213% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 2.166 | 1.900 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3M | 6.57B | 0% |
| Annual Yield % from dividends | 0.00 | 0.27 | - |
| Returns for 1 year | 13.49 | 4.27 | 316% |
| Returns for 3 years | 12.29 | 0.78 | 1,583% |
| Returns for 5 years | 17.74 | -11.69 | -152% |
| Returns for 10 years | -5.98 | 52.04 | -11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MRESX | 11.62 | 0.10 | +0.87% |
| Cromwell CenterSquare Real Estate Inv | |||
| IRCIX | 14.15 | 0.10 | +0.71% |
| Voya Russell Small Cap Index Port S2 | |||
| FIDSX | 16.01 | N/A | N/A |
| Fidelity Select Financials Port | |||
| TWUIX | 101.21 | -1.22 | -1.19% |
| American Century Ultra® I | |||
| ACAYX | 57.65 | -1.07 | -1.82% |
| Alger Capital Appreciation Instl Y | |||