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JFNAX vs SHSAX
JFNAX vs SHSAX Comparison
Open Charts JFNAX vs SHSAX
JFNAX vs SHSAX Comparison Chart in %
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JFNAX vs. SHSAX commentary
Jun 24, 2026
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 Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 5.89B vs. JFNAX (5.4B). JFNAX pays higher dividends than SHSAX: JFNAX (0.32) vs SHSAX (0.27). JFNAX was incepted earlier than SHSAX: JFNAX (17 years) vs SHSAX (27 years). SHSAX (1.09) is less costly to investors than JFNAX (1.00). SHSAX is a more actively managed with annual turnover of: 43.00 vs. JFNAX (30.00). 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 : 27.88 vs. SHSAX (4.39). JFNAX return over 5 years is better than : 13.64 vs. SHSAX (-19.33).
| JFNAX | SHSAX | JFNAX / SHSAX | |
| Total Expense Ratio | 1.00 | 1.09 | 92% |
| Annual Report Gross Expense Ratio | 1.00 | 1.09 | 92% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 2.358 | -2.935 | -80% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4B | 5.89B | 92% |
| Annual Yield % from dividends | 0.32 | 0.27 | 116% |
| Returns for 1 year | 27.88 | 4.39 | 635% |
| Returns for 3 years | 19.48 | -4.60 | -424% |
| Returns for 5 years | 13.64 | -19.33 | -71% |
| Returns for 10 years | 84.41 | 40.30 | 209% |
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