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JFNAX vs SHSAX
JFNAX vs SHSAX Comparison Chart
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JFNAX vs. SHSAX commentary
May 09, 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: 6.67B vs. JFNAX (4.66B). SHSAX pays higher dividends than JFNAX: SHSAX (0.22) 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). SHSAX (-11.14) and JFNAX (-11.41) have marching annual gain over last year. JFNAX return over 5 years is better than : 9.21 vs. SHSAX (-5.11).
| 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 | -4.755 | -1.906 | 250% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 6.67B | 70% |
| Annual Yield % from dividends | 0.13 | 0.22 | 57% |
| Returns for 1 year | -11.41 | -11.14 | 102% |
| Returns for 3 years | 13.09 | -4.66 | -281% |
| Returns for 5 years | 9.21 | -5.11 | -180% |
| Returns for 10 years | 7.89 | 13.92 | 57% |
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