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JFNIX vs SHPAX
JFNIX vs SHPAX Comparison Chart in %
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JFNIX vs. SHPAX commentary
Jul 22, 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 Hold and SHPAX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.4B vs. SHPAX (9.76M). JFNIX pays higher dividends than SHPAX: JFNIX (0.41) 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 : -8.20 vs. JFNIX (-15.65). JFNIX return over 5 years is better than : 1.27 vs. SHPAX (-9.58).
| 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 | -3.073 | -1.064 | 289% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.4B | 9.76M | 45,093% |
| Annual Yield % from dividends | 0.41 | 0.00 | - |
| Returns for 1 year | -15.65 | -8.20 | 191% |
| Returns for 3 years | 7.83 | -5.73 | -137% |
| Returns for 5 years | 1.27 | -9.58 | -13% |
| Returns for 10 years | 7.26 | -41.87 | -17% |
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