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FKTQX vs SHRSX
FKTQX vs SHRSX Comparison
Open Charts FKTQX vs SHRSX
FKTQX vs SHRSX Comparison Chart in %
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FKTQX 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 FKTQX is a Hold and SHRSX is a Hold.
FUNDAMENTALS
Fundamentals
FKTQX has more cash in the bank: 13.2B vs. SHRSX (190M). FKTQX pays higher dividends than SHRSX: FKTQX (3.91) vs SHRSX (3.43). FKTQX was incepted earlier than SHRSX: FKTQX (9 years) vs SHRSX (7 years). SHRSX (0.62) is less costly to investors than FKTQX (0.47). FKTQX is a more actively managed with annual turnover of: 11.93 vs. SHRSX (6.00). FKTQX (1000000) and SHRSX (1000000) have matching initial minimum investment requirements. SHRSX (7.50) and FKTQX (7.21) have marching annual gain over last year. SHRSX return over 5 years is better than : 1.79 vs. FKTQX (-0.40).
| FKTQX | SHRSX | FKTQX / SHRSX | |
| Total Expense Ratio | 0.47 | 0.59 | 80% |
| Annual Report Gross Expense Ratio | 0.47 | 0.62 | 76% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 1.643 | 1.535 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 190M | 6,947% |
| Annual Yield % from dividends | 3.91 | 3.43 | 114% |
| Returns for 1 year | 7.21 | 7.50 | 96% |
| Returns for 3 years | 12.08 | 11.95 | 101% |
| Returns for 5 years | -0.40 | 1.79 | -22% |
| Returns for 10 years | N/A | N/A | - |
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