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JFNAX vs SHSAX
JFNAX vs SHSAX Comparison Chart
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JFNAX vs. SHSAX commentary
Jun 07, 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 JFNAX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.46B vs. JFNAX (4.66B). SHSAX pays higher dividends than JFNAX: SHSAX (0.23) vs JFNAX (0.13). JFNAX was incepted earlier than SHSAX: JFNAX (16 years) vs SHSAX (25 years). SHSAX (1.09) is less costly to investors than JFNAX (0.98). JFNAX is a more actively managed with annual turnover of: 35.00 vs. SHSAX (27.00). JFNAX initial investment is less costly to investors than SHSAX (5%) vs SHSAX (5%). SHSAX has a lower initial minimum investment than JFNAX: SHSAX (1000) vs JFNAX (2500). JFNAX annual gain was more profitable for investors over the last year : -13.38 vs. SHSAX (-14.66). JFNAX return over 5 years is better than : 6.60 vs. SHSAX (-9.04).
| JFNAX | SHSAX | JFNAX / SHSAX | |
| Total Expense Ratio | 0.98 | 1.09 | 90% |
| Annual Report Gross Expense Ratio | 0.98 | 1.09 | 90% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -3.427 | -2.675 | 128% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 6.46B | 72% |
| Annual Yield % from dividends | 0.13 | 0.23 | 58% |
| Returns for 1 year | -13.38 | -14.66 | 91% |
| Returns for 3 years | 7.84 | -9.26 | -85% |
| Returns for 5 years | 6.60 | -9.04 | -73% |
| Returns for 10 years | 8.77 | 11.41 | 77% |
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