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FSPHX vs SHPAX
FSPHX vs SHPAX Comparison Chart
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FSPHX vs. SHPAX 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 FSPHX is a Buy and SHPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.42B vs. SHPAX (10.6M). 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 (0.65). FSPHX is a more actively managed with annual turnover of: 46.00 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 : -0.26 vs. FSPHX (-9.61). SHPAX return over 5 years is better than : 11.25 vs. FSPHX (10.17).
| FSPHX | SHPAX | FSPHX / SHPAX | |
| Total Expense Ratio | 0.65 | 2.72 | 24% |
| Annual Report Gross Expense Ratio | 0.65 | 2.72 | 24% |
| Fund Existence | 44 years | 26 years | - |
| Gain YTD | -1.064 | 3.672 | -29% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.42B | 10.6M | 60,519% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | -9.61 | -0.26 | 3,752% |
| Returns for 3 years | -10.12 | -7.19 | 141% |
| Returns for 5 years | 10.17 | 11.25 | 90% |
| Returns for 10 years | 11.87 | -38.45 | -31% |
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