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JFNCX vs SHSAX
JFNCX vs SHSAX Comparison Chart
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JFNCX vs. SHSAX commentary
Apr 11, 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 Hold and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.74B vs. JFNCX (4.71B). SHSAX pays higher dividends than JFNCX: SHSAX (0.21) 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 annual gain was more profitable for investors over the last year : -15.09 vs. JFNCX (-16.59). JFNCX return over 5 years is better than : 4.65 vs. SHSAX (-3.19).
| 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 | -9.315 | -6.182 | 151% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 6.74B | 70% |
| Annual Yield % from dividends | 0.00 | 0.21 | - |
| Returns for 1 year | -16.59 | -15.09 | 110% |
| Returns for 3 years | -13.07 | -20.07 | 65% |
| Returns for 5 years | 4.65 | -3.19 | -146% |
| Returns for 10 years | -10.62 | 7.78 | -137% |
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