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JFNIX vs SHPAX
JFNIX vs SHPAX Comparison Chart
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JFNIX vs. SHPAX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. SHPAX (10.6M). JFNIX pays higher dividends than SHPAX: JFNIX (0.39) vs SHPAX (0.00). JFNIX was incepted earlier than SHPAX: JFNIX (16 years) vs SHPAX (26 years). SHPAX (2.72) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 vs. SHPAX (17.00). 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 : -0.26 vs. JFNIX (-6.78). JFNIX return over 5 years is better than : 35.56 vs. SHPAX (11.25).
| JFNIX | SHPAX | JFNIX / SHPAX | |
| Total Expense Ratio | 0.77 | 2.72 | 28% |
| Annual Report Gross Expense Ratio | 0.77 | 2.72 | 28% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | -0.074 | 3.672 | -2% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 10.6M | 46,660% |
| Annual Yield % from dividends | 0.39 | 0.00 | - |
| Returns for 1 year | -6.78 | -0.26 | 2,650% |
| Returns for 3 years | 2.62 | -7.19 | -36% |
| Returns for 5 years | 35.56 | 11.25 | 316% |
| Returns for 10 years | 19.10 | -38.45 | -50% |
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