Interact to see
Advertisement
Advertisement
JFNAX vs SHSAX
JFNAX vs SHSAX Comparison
Open Charts JFNAX vs SHSAX
JFNAX vs SHSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
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 Buy and SHSAX is a Buy.
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 : 29.16 vs. SHSAX (5.68). JFNAX return over 5 years is better than : 14.14 vs. SHSAX (-18.67).
| 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 | 3.626 | -1.607 | -226% |
| 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 | 29.16 | 5.68 | 513% |
| Returns for 3 years | 20.96 | -3.29 | -637% |
| Returns for 5 years | 14.14 | -18.67 | -76% |
| Returns for 10 years | 86.69 | 42.22 | 205% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement