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JFNIX vs SHPAX
JFNIX vs SHPAX Comparison Chart
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JFNIX vs. SHPAX commentary
Jan 31, 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 JFNIX is a Buy and SHPAX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.78B vs. SHPAX (11.2M). JFNIX pays higher dividends than SHPAX: JFNIX (0.15) vs SHPAX (0.00). JFNIX was incepted earlier than SHPAX: JFNIX (16 years) vs SHPAX (26 years). SHPAX is a more actively managed with annual turnover of: 58.00 vs. JFNIX (34.00). SHPAX has a lower initial minimum investment than JFNIX: SHPAX (250) vs JFNIX (2500). SHPAX annual gain was more profitable for investors over the last year : 2.27 vs. JFNIX (1.98). JFNIX return over 5 years is better than : 25.02 vs. SHPAX (-0.25).
| JFNIX | SHPAX | JFNIX / SHPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 6.336 | 5.641 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78B | 11.2M | 42,661% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | 1.98 | 2.27 | 87% |
| Returns for 3 years | 15.60 | 0.10 | 15,469% |
| Returns for 5 years | 25.02 | -0.25 | -9,957% |
| Returns for 10 years | 38.50 | -34.21 | -113% |
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