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JFNIX vs SHPAX
JFNIX vs SHPAX Comparison
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JFNIX vs SHPAX Comparison Chart in %
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JFNIX vs. SHPAX commentary
Aug 03, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.81B vs. SHPAX (11.3M). JFNIX pays higher dividends than SHPAX: JFNIX (0.41) vs SHPAX (0.00). JFNIX was incepted earlier than SHPAX: JFNIX (17 years) vs SHPAX (27 years). SHPAX (3.00) is less costly to investors than JFNIX (0.78). JFNIX is a more actively managed with annual turnover of: 30.00 vs. SHPAX (22.00). JFNIX (2500) and SHPAX (2500) have matching initial minimum investment requirements. JFNIX annual gain was more profitable for investors over the last year : 36.28 vs. SHPAX (23.76). JFNIX return over 5 years is better than : 22.12 vs. SHPAX (7.22).
| JFNIX | SHPAX | JFNIX / SHPAX | |
| Total Expense Ratio | 0.78 | 3.00 | 26% |
| Annual Report Gross Expense Ratio | 0.78 | 3.00 | 26% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 9.549 | 7.522 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.81B | 11.3M | 51,398% |
| Annual Yield % from dividends | 0.41 | 0.00 | - |
| Returns for 1 year | 36.28 | 23.76 | 153% |
| Returns for 3 years | 28.29 | 18.07 | 157% |
| Returns for 5 years | 22.12 | 7.22 | 306% |
| Returns for 10 years | 82.16 | -24.62 | -334% |
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