Interact to see
Advertisement
Advertisement
FCQAX vs SHRSX
FCQAX vs SHRSX Comparison
Open Charts FCQAX vs SHRSX
FCQAX vs SHRSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FCQAX vs. SHRSX commentary
Jun 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 FCQAX is a Hold and SHRSX is a Hold.
FUNDAMENTALS
Fundamentals
FCQAX has more cash in the bank: 3.3B vs. SHRSX (190M). FCQAX pays higher dividends than SHRSX: FCQAX (4.16) vs SHRSX (3.43). FCQAX was incepted earlier than SHRSX: FCQAX (8 years) vs SHRSX (7 years). FCQAX (0.80) is less costly to investors than SHRSX (0.62). FCQAX is a more actively managed with annual turnover of: 13.89 vs. SHRSX (6.00). FCQAX has a lower initial minimum investment than SHRSX: FCQAX (1000) vs SHRSX (1000000). SHRSX (7.50) and FCQAX (7.27) have marching annual gain over last year. SHRSX return over 5 years is better than : 1.79 vs. FCQAX (-1.69).
| FCQAX | SHRSX | FCQAX / SHRSX | |
| Total Expense Ratio | 0.80 | 0.59 | 136% |
| Annual Report Gross Expense Ratio | 0.80 | 0.62 | 129% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 1.946 | 1.535 | 127% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 190M | 1,736% |
| Annual Yield % from dividends | 4.16 | 3.43 | 121% |
| Returns for 1 year | 7.27 | 7.50 | 97% |
| Returns for 3 years | 12.94 | 11.95 | 108% |
| Returns for 5 years | -1.69 | 1.79 | -95% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement