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SHSAX vs SWHFX
SHSAX vs SWHFX Comparison Chart in %
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SHSAX vs. SWHFX commentary
Dec 05, 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 SHSAX is a Hold and SWHFX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.68B vs. SWHFX (680M). SWHFX pays higher dividends than SHSAX: SWHFX (0.61) vs SHSAX (0.20). SHSAX was incepted earlier than SWHFX: SHSAX (26 years) vs SWHFX (25 years). SHSAX (1.09) is less costly to investors than SWHFX (0.79). SWHFX is a more actively managed with annual turnover of: 64.00 vs. SHSAX (43.00). SWHFX has a lower initial minimum investment than SHSAX: SWHFX (0) vs SHSAX (1000). SWHFX annual gain was more profitable for investors over the last year : 0.10 vs. SHSAX (-1.84). SWHFX return over 5 years is better than : -3.05 vs. SHSAX (-8.25).
| SHSAX | SWHFX | SHSAX / SWHFX | |
| Total Expense Ratio | 1.09 | 0.79 | 138% |
| Annual Report Gross Expense Ratio | 1.09 | 0.79 | 138% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 9.209 | 15.971 | 58% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.68B | 680M | 982% |
| Annual Yield % from dividends | 0.20 | 0.61 | 33% |
| Returns for 1 year | -1.84 | 0.10 | -1,896% |
| Returns for 3 years | 1.85 | -2.16 | -86% |
| Returns for 5 years | -8.25 | -3.05 | 271% |
| Returns for 10 years | 29.32 | 3.93 | 745% |
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