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FACTX vs SHSAX
FACTX vs SHSAX Comparison Chart in %
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FACTX vs. SHSAX commentary
Aug 29, 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 StrongBuy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.18B 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). SHSAX is a more actively managed with annual turnover of: 43.00 vs. FACTX (37.00). 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). SHSAX (-17.85) and FACTX (-18.07) have marching annual gain over last year. FACTX return over 5 years is better than : -12.31 vs. SHSAX (-16.08).
| 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 | -0.060 | -4.644 | 1% |
| Front Load | 4% | 5% | 67% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 6.18B | 52% |
| Annual Yield % from dividends | 0.00 | 0.24 | - |
| Returns for 1 year | -18.07 | -17.85 | 101% |
| Returns for 3 years | -3.59 | -2.06 | 174% |
| Returns for 5 years | -12.31 | -16.08 | 77% |
| Returns for 10 years | 27.98 | 11.82 | 237% |
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