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FSPHX vs SHPAX
FSPHX vs SHPAX Comparison
Open Charts FSPHX vs SHPAX
FSPHX vs SHPAX Comparison Chart in %
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FSPHX vs. SHPAX commentary
Jul 14, 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 Buy and SHPAX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.37B vs. SHPAX (11.2M). FSPHX pays higher dividends than SHPAX: FSPHX (0.41) 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 : 18.85 vs. FSPHX (10.22). SHPAX return over 5 years is better than : 7.76 vs. FSPHX (-14.87).
| 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 | -1.326 | 6.441 | -21% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.37B | 11.2M | 56,857% |
| Annual Yield % from dividends | 0.41 | 0.00 | - |
| Returns for 1 year | 10.22 | 18.85 | 54% |
| Returns for 3 years | 0.21 | 17.55 | 1% |
| Returns for 5 years | -14.87 | 7.76 | -192% |
| Returns for 10 years | 41.70 | -24.78 | -168% |
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