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SHSAX vs SWHFX
SHSAX vs SWHFX Comparison Chart in %
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SHSAX vs. SWHFX commentary
Jan 15, 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 Hold and SWHFX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.6B vs. SWHFX (679M). SWHFX pays higher dividends than SHSAX: SWHFX (0.94) 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 : 10.45 vs. SHSAX (2.35). SWHFX return over 5 years is better than : -0.12 vs. SHSAX (-12.20).
| 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 | 0.989 | 1.529 | 65% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.6B | 679M | 971% |
| Annual Yield % from dividends | 0.27 | 0.94 | 28% |
| Returns for 1 year | 2.35 | 10.45 | 23% |
| Returns for 3 years | -0.13 | 0.93 | -13% |
| Returns for 5 years | -12.20 | -0.12 | 10,381% |
| Returns for 10 years | 50.68 | 27.53 | 184% |
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