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FPHAX vs SHSAX
FPHAX vs SHSAX Comparison Chart
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FPHAX vs. SHSAX commentary
Apr 04, 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 Hold and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 7.08B vs. FPHAX (1.19B). FPHAX pays higher dividends than SHSAX: FPHAX (1.20) vs SHSAX (0.21). FPHAX was incepted earlier than SHSAX: FPHAX (24 years) vs SHSAX (25 years). SHSAX (1.09) is less costly to investors than FPHAX (0.70). FPHAX is a more actively managed with annual turnover of: 44.00 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 : -7.49 vs. FPHAX (-7.91). FPHAX return over 5 years is better than : 26.60 vs. SHSAX (16.14).
| FPHAX | SHSAX | FPHAX / SHSAX | |
| Total Expense Ratio | 0.70 | 1.09 | 64% |
| Annual Report Gross Expense Ratio | 0.70 | 1.09 | 64% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -1.380 | 2.627 | -53% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 7.08B | 17% |
| Annual Yield % from dividends | 1.20 | 0.21 | 563% |
| Returns for 1 year | -7.91 | -7.49 | 106% |
| Returns for 3 years | 6.85 | -9.44 | -73% |
| Returns for 5 years | 26.60 | 16.14 | 165% |
| Returns for 10 years | 11.39 | 21.61 | 53% |
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