KINAX
Price
$76.04
Change
+$0.75 (+1.00%)
Updated
Aug 3 closing price
Net Assets
248.3M
SHRMX
Price
$8.99
Change
-$0.00 (-0.00%)
Updated
Aug 3 closing price
Net Assets
4.74B
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KINAX vs SHRMX

KINAX vs SHRMX Comparison Chart in %
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KINAX vs. SHRMX commentary
Aug 04, 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 KINAX is a Buy and SHRMX is a Hold.

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FUNDAMENTALS
Fundamentals
SHRMX has more cash in the bank: 4.74B vs. KINAX (248M). SHRMX pays higher dividends than KINAX: SHRMX (12.84) vs KINAX (0.00). KINAX was incepted earlier than SHRMX: KINAX (25 years) vs SHRMX (14 years). KINAX (1.92) and SHRMX (1.88) have similar cost to investors . KINAX is a more actively managed with annual turnover of: 45.00 vs. SHRMX (24.72). KINAX has a lower initial minimum investment than SHRMX: KINAX (2500) vs SHRMX (250000). SHRMX annual gain was more profitable for investors over the last year : 13.53 vs. KINAX (-23.90). SHRMX return over 5 years is better than : 61.14 vs. KINAX (34.62).
KINAXSHRMXKINAX / SHRMX
Total Expense Ratio1.921.88102%
Annual Report Gross Expense Ratio1.921.88102%
Fund Existence25 years14 years-
Gain YTD-8.3845.219-161%
Front Load6%N/A-
Min. Initial Investment25002500001%
Min. Initial Investment IRAN/AN/A-
Net Assets248M4.74B5%
Annual Yield % from dividends0.0012.84-
Returns for 1 year-23.9013.53-177%
Returns for 3 years67.4648.99138%
Returns for 5 years34.6261.1457%
Returns for 10 years91.4788.03104%
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