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FSPHX vs SHPAX
FSPHX vs SHPAX Comparison
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FSPHX vs SHPAX Comparison Chart in %
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FSPHX vs. SHPAX commentary
Sep 17, 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 FSPHX is a Hold and SHPAX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.75B vs. SHPAX (11.3M). FSPHX pays higher dividends than SHPAX: FSPHX (0.39) vs SHPAX (0.00). FSPHX was incepted earlier than SHPAX: FSPHX (45 years) vs SHPAX (27 years). SHPAX (3.00) is less costly to investors than FSPHX (0.62). FSPHX is a more actively managed with annual turnover of: 69.00 vs. SHPAX (22.00). FSPHX has a lower initial minimum investment than SHPAX: FSPHX (0) vs SHPAX (2500). SHPAX annual gain was more profitable for investors over the last year : 21.45 vs. FSPHX (10.68). SHPAX return over 5 years is better than : 8.97 vs. FSPHX (-14.64).
| FSPHX | SHPAX | FSPHX / SHPAX | |
| Total Expense Ratio | 0.62 | 3.00 | 21% |
| Annual Report Gross Expense Ratio | 0.62 | 3.00 | 21% |
| Fund Existence | 45 years | 27 years | - |
| Gain YTD | 3.036 | 9.121 | 33% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.75B | 11.3M | 59,735% |
| Annual Yield % from dividends | 0.39 | 0.00 | - |
| Returns for 1 year | 10.68 | 21.45 | 50% |
| Returns for 3 years | 7.23 | 22.03 | 33% |
| Returns for 5 years | -14.64 | 8.97 | -163% |
| Returns for 10 years | 45.35 | -20.73 | -219% |
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