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FACTX vs SHSAX
FACTX vs SHSAX Comparison Chart in %
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FACTX vs. SHSAX commentary
Aug 08, 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 FACTX is a Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.06B vs. FACTX (3.23B). SHSAX pays higher dividends than FACTX: SHSAX (0.24) vs FACTX (0.00). FACTX was incepted earlier than SHSAX: FACTX (29 years) vs SHSAX (26 years). FACTX (1.18) is less costly to investors than SHSAX (1.09). FACTX is a more actively managed with annual turnover of: 37.00 vs. SHSAX (27.00). SHSAX initial investment is less costly to investors than FACTX (4%) vs FACTX (4%). FACTX has a lower initial minimum investment than SHSAX: FACTX (0) vs SHSAX (1000). FACTX (-16.26) and SHSAX (-17.04) have marching annual gain over last year. FACTX return over 5 years is better than : -17.83 vs. SHSAX (-19.17).
| FACTX | SHSAX | FACTX / SHSAX | |
| Total Expense Ratio | 1.18 | 1.09 | 108% |
| Annual Report Gross Expense Ratio | 1.18 | 1.09 | 108% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | -5.616 | -8.985 | 63% |
| Front Load | 4% | 5% | 67% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 6.06B | 53% |
| Annual Yield % from dividends | 0.00 | 0.24 | - |
| Returns for 1 year | -16.26 | -17.04 | 95% |
| Returns for 3 years | -12.78 | -10.20 | 125% |
| Returns for 5 years | -17.83 | -19.17 | 93% |
| Returns for 10 years | 12.90 | 0.18 | 7,359% |
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