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SHSAX vs SUHAX
SHSAX vs SUHAX Comparison Chart in %
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SHSAX vs. SUHAX 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 SHSAX is a Buy and SUHAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.49B vs. SUHAX (268M). SHSAX pays higher dividends than SUHAX: SHSAX (0.27) vs SUHAX (0.12). SHSAX was incepted earlier than SUHAX: SHSAX (26 years) vs SUHAX (25 years). SUHAX (1.34) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 43.00 vs. SUHAX (1.00). SUHAX initial investment is less costly to investors than SHSAX (5%) vs SHSAX (5%). SHSAX (1000) and SUHAX (1000) have matching initial minimum investment requirements. SUHAX annual gain was more profitable for investors over the last year : -1.83 vs. SHSAX (-2.82). SUHAX return over 5 years is better than : 1.23 vs. SHSAX (-12.28).
| SHSAX | SUHAX | SHSAX / SUHAX | |
| Total Expense Ratio | 1.09 | 1.33 | 82% |
| Annual Report Gross Expense Ratio | 1.09 | 1.34 | 81% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 0.170 | -1.140 | -15% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.49B | 268M | 2,422% |
| Annual Yield % from dividends | 0.27 | 0.12 | 220% |
| Returns for 1 year | -2.82 | -1.83 | 154% |
| Returns for 3 years | 0.70 | 8.75 | 8% |
| Returns for 5 years | -12.28 | 1.23 | -1,001% |
| Returns for 10 years | 57.69 | 23.70 | 243% |
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