Interact to see
Advertisement
Advertisement
JFNAX vs SHSAX
JFNAX vs SHSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFNAX vs. SHSAX commentary
Oct 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 JFNAX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.31B vs. JFNAX (4.49B). SHSAX pays higher dividends than JFNAX: SHSAX (0.22) vs JFNAX (0.12). JFNAX was incepted earlier than SHSAX: JFNAX (16 years) vs SHSAX (26 years). SHSAX (1.09) is less costly to investors than JFNAX (0.98). SHSAX is a more actively managed with annual turnover of: 43.00 vs. JFNAX (35.00). 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 : -6.06 vs. SHSAX (-10.93). JFNAX return over 5 years is better than : 7.28 vs. SHSAX (-13.78).
| 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 | 26 years | - |
| Gain YTD | 8.771 | 0.144 | 6,085% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.49B | 6.31B | 71% |
| Annual Yield % from dividends | 0.12 | 0.22 | 54% |
| Returns for 1 year | -6.06 | -10.93 | 55% |
| Returns for 3 years | 22.99 | 5.90 | 390% |
| Returns for 5 years | 7.28 | -13.78 | -53% |
| Returns for 10 years | 36.20 | 23.78 | 152% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers