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JFNAX vs SHSAX
JFNAX vs SHSAX Comparison Chart
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JFNAX vs. SHSAX commentary
Apr 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.64B vs. JFNAX (4.71B). SHSAX pays higher dividends than JFNAX: SHSAX (0.21) vs JFNAX (0.12). 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 : -8.08 vs. SHSAX (-9.37). JFNAX return over 5 years is better than : 11.09 vs. SHSAX (-5.99).
| 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 | -4.740 | -3.011 | 157% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 6.64B | 71% |
| Annual Yield % from dividends | 0.12 | 0.21 | 58% |
| Returns for 1 year | -8.08 | -9.37 | 86% |
| Returns for 3 years | -1.57 | -14.24 | 11% |
| Returns for 5 years | 11.09 | -5.99 | -185% |
| Returns for 10 years | 6.03 | 11.59 | 52% |
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