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JFNIX vs SHSKX
JFNIX vs SHSKX Comparison Chart
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JFNIX vs. SHSKX commentary
Apr 07, 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 SHSKX is a Hold.
FUNDAMENTALS
Fundamentals
SHSKX has more cash in the bank: 6.6B vs. JFNIX (4.95B). JFNIX (0.39) and SHSKX (0.39) have matching dividends . JFNIX was incepted earlier than SHSKX: JFNIX (16 years) vs SHSKX (9 years). JFNIX (0.77) and SHSKX (0.75) have similar cost to investors . JFNIX is a more actively managed with annual turnover of: 35.00 vs. SHSKX (27.00). JFNIX has a lower initial minimum investment than SHSKX: JFNIX (2500) vs SHSKX (5000000). SHSKX (-11.74) and JFNIX (-12.03) have marching annual gain over last year. JFNIX return over 5 years is better than : 26.30 vs. SHSKX (12.26).
| JFNIX | SHSKX | JFNIX / SHSKX | |
| Total Expense Ratio | 0.77 | 0.75 | 103% |
| Annual Report Gross Expense Ratio | 0.77 | 0.75 | 103% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | -6.895 | -4.230 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 6.6B | 75% |
| Annual Yield % from dividends | 0.39 | 0.39 | 101% |
| Returns for 1 year | -12.03 | -11.74 | 102% |
| Returns for 3 years | -4.40 | -13.66 | 32% |
| Returns for 5 years | 26.30 | 12.26 | 214% |
| Returns for 10 years | 10.88 | N/A | - |
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