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JAGLX vs SHSAX
JAGLX vs SHSAX Comparison Chart in %
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JAGLX vs. SHSAX commentary
Aug 08, 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 JAGLX is a Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.06B vs. JAGLX (4.4B). SHSAX pays higher dividends than JAGLX: SHSAX (0.24) vs JAGLX (0.22). JAGLX was incepted earlier than SHSAX: JAGLX (27 years) vs SHSAX (26 years). SHSAX (1.09) is less costly to investors than JAGLX (0.92). JAGLX is a more actively managed with annual turnover of: 35.00 vs. SHSAX (27.00). SHSAX has a lower initial minimum investment than JAGLX: SHSAX (1000) vs JAGLX (2500). JAGLX annual gain was more profitable for investors over the last year : -14.23 vs. SHSAX (-17.04). JAGLX return over 5 years is better than : -0.95 vs. SHSAX (-19.17).
| JAGLX | SHSAX | JAGLX / SHSAX | |
| Total Expense Ratio | 0.92 | 1.09 | 84% |
| Annual Report Gross Expense Ratio | 0.92 | 1.09 | 84% |
| Fund Existence | 27 years | 26 years | - |
| Gain YTD | -4.521 | -8.985 | 50% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.4B | 6.06B | 73% |
| Annual Yield % from dividends | 0.22 | 0.24 | 95% |
| Returns for 1 year | -14.23 | -17.04 | 84% |
| Returns for 3 years | 1.25 | -10.20 | -12% |
| Returns for 5 years | -0.95 | -19.17 | 5% |
| Returns for 10 years | 4.59 | 0.18 | 2,618% |
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