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FSPHX vs SHPAX
FSPHX vs SHPAX Comparison Chart
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FSPHX vs. SHPAX commentary
May 13, 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: 6.2B vs. SHPAX (9.88M). 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 : -6.15 vs. FSPHX (-12.55). SHPAX return over 5 years is better than : -6.15 vs. FSPHX (-12.03).
| 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 | -7.817 | -1.703 | 459% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 9.88M | 62,754% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | -12.55 | -6.15 | 204% |
| Returns for 3 years | 3.43 | -4.89 | -70% |
| Returns for 5 years | -12.03 | -6.15 | 196% |
| Returns for 10 years | 7.89 | -40.80 | -19% |
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