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FACTX vs SHSAX
FACTX vs SHSAX Comparison
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FACTX vs SHSAX Comparison Chart in %
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FACTX vs. SHSAX commentary
Jul 12, 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 FACTX is a Hold and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.23B vs. FACTX (3.17B). SHSAX pays higher dividends than FACTX: SHSAX (0.26) vs FACTX (0.00). FACTX was incepted earlier than SHSAX: FACTX (30 years) vs SHSAX (27 years). FACTX (1.18) is less costly to investors than SHSAX (1.09). FACTX is a more actively managed with annual turnover of: 52.00 vs. SHSAX (43.00). 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 annual gain was more profitable for investors over the last year : 13.67 vs. SHSAX (9.29). FACTX (-14.51) and SHSAX (-14.59) have equivalent 5 years return.
| FACTX | SHSAX | FACTX / SHSAX | |
| Total Expense Ratio | 1.18 | 1.09 | 108% |
| Annual Report Gross Expense Ratio | 1.18 | 1.09 | 108% |
| Fund Existence | 30 years | 27 years | - |
| Gain YTD | 11.196 | 5.067 | 221% |
| Front Load | 4% | 5% | 67% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 6.23B | 51% |
| Annual Yield % from dividends | 0.00 | 0.26 | - |
| Returns for 1 year | 13.67 | 9.29 | 147% |
| Returns for 3 years | 3.89 | 4.77 | 82% |
| Returns for 5 years | -14.51 | -14.59 | 99% |
| Returns for 10 years | 58.19 | 43.30 | 134% |
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