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
Sep 09, 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 SBHIX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.25B vs. SBHIX (9.99M). SHSAX pays higher dividends than SBHIX: SHSAX (0.23) 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 (17.00). 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 : -7.03 vs. SHSAX (-15.82). SBHIX return over 5 years is better than : 3.82 vs. SHSAX (-13.61).
| 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 | 3.540 | -3.587 | -99% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.99M | 6.25B | 0% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | -7.03 | -15.82 | 44% |
| Returns for 3 years | 0.30 | -3.94 | -8% |
| Returns for 5 years | 3.82 | -13.61 | -28% |
| Returns for 10 years | -28.44 | 12.05 | -236% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers