Interact to see
Advertisement
Advertisement
FSPHX vs SHPAX
FSPHX vs SHPAX Comparison
Open Charts FSPHX vs SHPAX
FSPHX vs SHPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSPHX vs. SHPAX commentary
Aug 03, 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 StrongBuy and SHPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.3B vs. SHPAX (11.3M). FSPHX pays higher dividends than SHPAX: FSPHX (0.42) 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 : 23.76 vs. FSPHX (7.89). SHPAX return over 5 years is better than : 7.22 vs. FSPHX (-18.25).
| 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 | -3.753 | 7.522 | -50% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 11.3M | 55,743% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | 7.89 | 23.76 | 33% |
| Returns for 3 years | -3.29 | 18.07 | -18% |
| Returns for 5 years | -18.25 | 7.22 | -253% |
| Returns for 10 years | 34.42 | -24.62 | -140% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AEMRX | 17.64 | 0.37 | +2.14% |
| American Century Emerging Markets R | |||
| GEQYX | 73.59 | 0.51 | +0.70% |
| GuideStone Funds Equity Index Instl | |||
| CCISX | 12.39 | 0.02 | +0.16% |
| Calamos International Small Cap Gr C | |||
| CHDEX | 14.79 | N/A | N/A |
| Cullen High Dividend Equity Retail | |||
| RRGCX | 8.26 | -0.06 | -0.72% |
| DWS RREEF Global Real Estate Secc C | |||