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FPHAX vs SHSAX
FPHAX vs SHSAX Comparison Chart
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FPHAX vs. SHSAX commentary
Jun 03, 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: 6.45B vs. FPHAX (1.11B). FPHAX pays higher dividends than SHSAX: FPHAX (1.36) vs SHSAX (0.23). FPHAX was incepted earlier than SHSAX: FPHAX (24 years) vs SHSAX (25 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). SHSAX annual gain was more profitable for investors over the last year : -13.42 vs. FPHAX (-15.12). FPHAX return over 5 years is better than : 7.73 vs. SHSAX (-9.84).
| 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 | 25 years | - |
| Gain YTD | -5.009 | -3.315 | 151% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 6.45B | 17% |
| Annual Yield % from dividends | 1.36 | 0.23 | 597% |
| Returns for 1 year | -15.12 | -13.42 | 113% |
| Returns for 3 years | 9.88 | -8.84 | -112% |
| Returns for 5 years | 7.73 | -9.84 | -79% |
| Returns for 10 years | 6.75 | 9.80 | 69% |
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