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FSHAX vs LTXFX
FSHAX vs LTXFX Comparison
Open Charts FSHAX vs LTXFX
FSHAX vs LTXFX Comparison Chart in %
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FSHAX vs. LTXFX commentary
Jun 09, 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 FSHAX is a Hold and LTXFX is a Hold.
FUNDAMENTALS
Fundamentals
LTXFX has more cash in the bank: 5.92B vs. FSHAX (428M). FSHAX pays higher dividends than LTXFX: FSHAX (2.88) vs LTXFX (2.56). FSHAX was incepted earlier than LTXFX: FSHAX (24 years) vs LTXFX (25 years). FSHAX (0.71) is less costly to investors than LTXFX (0.63). LTXFX is a more actively managed with annual turnover of: 44.00 vs. FSHAX (29.00). LTXFX has a lower initial minimum investment than FSHAX: LTXFX (250) vs FSHAX (2500). FSHAX annual gain was more profitable for investors over the last year : 2.81 vs. LTXFX (2.47). FSHAX return over 5 years is better than : 6.49 vs. LTXFX (-3.06).
| FSHAX | LTXFX | FSHAX / LTXFX | |
| Total Expense Ratio | 0.63 | 0.63 | 100% |
| Annual Report Gross Expense Ratio | 0.71 | 0.63 | 113% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 0.858 | -0.192 | -448% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 5.92B | 7% |
| Annual Yield % from dividends | 2.88 | 2.56 | 112% |
| Returns for 1 year | 2.81 | 2.47 | 114% |
| Returns for 3 years | 9.48 | 4.35 | 218% |
| Returns for 5 years | 6.49 | -3.06 | -212% |
| Returns for 10 years | 14.10 | -0.06 | -23,717% |
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