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FPHAX vs SHSAX
FPHAX vs SHSAX Comparison Chart in %
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FPHAX vs. SHSAX commentary
Aug 06, 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 FPHAX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.19B vs. FPHAX (1.05B). FPHAX pays higher dividends than SHSAX: FPHAX (1.37) vs SHSAX (0.24). FPHAX was incepted earlier than SHSAX: FPHAX (24 years) vs SHSAX (26 years). SHSAX (1.09) is less costly to investors than FPHAX (0.67). FPHAX is a more actively managed with annual turnover of: 51.00 vs. SHSAX (27.00). FPHAX has a lower initial minimum investment than SHSAX: FPHAX (0) vs SHSAX (1000). FPHAX annual gain was more profitable for investors over the last year : -16.07 vs. SHSAX (-19.05). FPHAX return over 5 years is better than : 3.86 vs. SHSAX (-18.90).
| FPHAX | SHSAX | FPHAX / SHSAX | |
| Total Expense Ratio | 0.67 | 1.09 | 61% |
| Annual Report Gross Expense Ratio | 0.67 | 1.09 | 61% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | -4.731 | -8.568 | 55% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 6.19B | 17% |
| Annual Yield % from dividends | 1.37 | 0.24 | 582% |
| Returns for 1 year | -16.07 | -19.05 | 84% |
| Returns for 3 years | 6.01 | -9.61 | -63% |
| Returns for 5 years | 3.86 | -18.90 | -20% |
| Returns for 10 years | 4.65 | 1.30 | 359% |