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FSPHX vs SHPAX
FSPHX vs SHPAX Comparison Chart in %
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FSPHX vs. SHPAX commentary
Jul 22, 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 FSPHX is a Hold and SHPAX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.92B vs. SHPAX (9.76M). FSPHX pays higher dividends than SHPAX: FSPHX (0.02) vs SHPAX (0.00). FSPHX was incepted earlier than SHPAX: FSPHX (44 years) vs SHPAX (26 years). SHPAX (2.72) is less costly to investors than FSPHX (0.63). FSPHX is a more actively managed with annual turnover of: 40.00 vs. SHPAX (17.00). FSPHX has a lower initial minimum investment than SHPAX: FSPHX (0) vs SHPAX (250). SHPAX annual gain was more profitable for investors over the last year : -8.20 vs. FSPHX (-15.35). SHPAX return over 5 years is better than : -9.58 vs. FSPHX (-19.83).
| FSPHX | SHPAX | FSPHX / SHPAX | |
| Total Expense Ratio | 0.63 | 2.72 | 23% |
| Annual Report Gross Expense Ratio | 0.63 | 2.72 | 23% |
| Fund Existence | 44 years | 26 years | - |
| Gain YTD | -7.450 | -1.064 | 700% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 9.76M | 60,674% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | -15.35 | -8.20 | 187% |
| Returns for 3 years | -5.63 | -5.73 | 98% |
| Returns for 5 years | -19.83 | -9.58 | 207% |
| Returns for 10 years | 5.83 | -41.87 | -14% |
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