SHSAX
Price
$61.93
Change
+$0.10 (+0.16%)
Updated
Jul 3 closing price
Net Assets
6.46B
SWHFX
Price
$23.56
Change
+$0.02 (+0.08%)
Updated
Jul 3 closing price
Net Assets
646.5M
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SHSAX vs SWHFX

Header iconSHSAX vs SWHFX Comparison
Open Charts SHSAX vs SWHFXBanner chart's image
BlackRock Health Sciences Opps Inv A
Price$61.93
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets6.46B
Schwab Health Care
Price$23.56
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets646.5M
SHSAX vs SWHFX Comparison Chart in %
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SHSAX vs. SWHFX commentary
Jul 07, 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 Buy and SWHFX is a Buy.

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FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.46B vs. SWHFX (646M). SWHFX pays higher dividends than SHSAX: SWHFX (0.70) vs SHSAX (0.22). 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 (27.00). SWHFX has a lower initial minimum investment than SHSAX: SWHFX (0) vs SHSAX (1000). SHSAX annual gain was more profitable for investors over the last year : -11.81 vs. SWHFX (-13.04). SHSAX return over 5 years is better than : -8.30 vs. SWHFX (-8.97).
SHSAXSWHFXSHSAX / SWHFX
Total Expense Ratio1.090.79138%
Annual Report Gross Expense Ratio1.090.79138%
Fund Existence26 years25 years-
Gain YTD-0.8171.421-57%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.46B646M1,000%
Annual Yield % from dividends0.220.7032%
Returns for 1 year-11.81-13.0491%
Returns for 3 years-7.36-7.6496%
Returns for 5 years-8.30-8.9793%
Returns for 10 years10.50-12.89-81%
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