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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
Sep 13, 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 (6.17B) and JFNAX (6.03B) have equal amount of cash in the bank . JFNAX pays higher dividends than SHSAX: JFNAX (0.29) vs SHSAX (0.26). 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 : 24.92 vs. SHSAX (4.10). JFNAX return over 5 years is better than : 16.95 vs. SHSAX (-17.90).
| 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 | 8.671 | -2.642 | -328% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 6.17B | 98% |
| Annual Yield % from dividends | 0.29 | 0.26 | 111% |
| Returns for 1 year | 24.92 | 4.10 | 607% |
| Returns for 3 years | 27.34 | -2.23 | -1,224% |
| Returns for 5 years | 16.95 | -17.90 | -95% |
| Returns for 10 years | 80.91 | 34.80 | 233% |
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