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JFNIX vs SHPCX
JFNIX vs SHPCX Comparison Chart
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JFNIX vs. SHPCX 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 JFNIX is a Hold and SHPCX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.71B vs. SHPCX (10.2M). JFNIX pays higher dividends than SHPCX: JFNIX (0.39) vs SHPCX (0.00). JFNIX was incepted earlier than SHPCX: JFNIX (16 years) vs SHPCX (25 years). SHPCX (3.32) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 vs. SHPCX (17.00). SHPCX has a lower initial minimum investment than JFNIX: SHPCX (250) vs JFNIX (2500). SHPCX annual gain was more profitable for investors over the last year : -3.89 vs. JFNIX (-10.22). JFNIX return over 5 years is better than : 18.96 vs. SHPCX (-13.65).
| JFNIX | SHPCX | JFNIX / SHPCX | |
| Total Expense Ratio | 0.77 | 3.32 | 23% |
| Annual Report Gross Expense Ratio | 0.77 | 3.32 | 23% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -4.954 | -0.317 | 1,564% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 10.2M | 46,206% |
| Annual Yield % from dividends | 0.39 | 0.00 | - |
| Returns for 1 year | -10.22 | -3.89 | 263% |
| Returns for 3 years | -3.05 | -18.62 | 16% |
| Returns for 5 years | 18.96 | -13.65 | -139% |
| Returns for 10 years | 9.53 | -55.98 | -17% |
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