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SHSAX vs SWHFX
SHSAX vs SWHFX Comparison Chart in %
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SHSAX vs. SWHFX commentary
Feb 04, 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 SWHFX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.46B vs. SWHFX (684M). SWHFX pays higher dividends than SHSAX: SWHFX (0.92) vs SHSAX (0.27). SHSAX was incepted earlier than SWHFX: SHSAX (26 years) vs SWHFX (26 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 : 5.59 vs. SHSAX (-2.82). SWHFX return over 5 years is better than : 0.90 vs. SHSAX (-12.28).
| 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 | 26 years | - |
| Gain YTD | 0.170 | 1.529 | 11% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.46B | 684M | 945% |
| Annual Yield % from dividends | 0.27 | 0.92 | 29% |
| Returns for 1 year | -2.82 | 5.59 | -50% |
| Returns for 3 years | 0.70 | 3.05 | 23% |
| Returns for 5 years | -12.28 | 0.90 | -1,365% |
| Returns for 10 years | 57.69 | 32.08 | 180% |
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