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JFNCX vs SHSAX
JFNCX vs SHSAX Comparison Chart
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JFNCX vs. SHSAX commentary
Jun 07, 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 JFNCX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.46B vs. JFNCX (4.66B). SHSAX pays higher dividends than JFNCX: SHSAX (0.23) vs JFNCX (0.00). JFNCX was incepted earlier than SHSAX: JFNCX (16 years) vs SHSAX (25 years). JFNCX (1.76) is less costly to investors than SHSAX (1.09). JFNCX is a more actively managed with annual turnover of: 35.00 vs. SHSAX (27.00). SHSAX has a lower initial minimum investment than JFNCX: SHSAX (1000) vs JFNCX (2500). SHSAX (-14.66) and JFNCX (-14.69) have marching annual gain over last year. JFNCX return over 5 years is better than : -0.31 vs. SHSAX (-9.04).
| JFNCX | SHSAX | JFNCX / SHSAX | |
| Total Expense Ratio | 1.76 | 1.09 | 161% |
| Annual Report Gross Expense Ratio | 1.76 | 1.09 | 161% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -3.730 | -2.675 | 139% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 6.46B | 72% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | -14.69 | -14.66 | 100% |
| Returns for 3 years | 4.03 | -9.26 | -44% |
| Returns for 5 years | -0.31 | -9.04 | 3% |
| Returns for 10 years | -4.17 | 11.41 | -37% |
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