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SHPAX vs SHSAX
SHPAX vs SHSAX Comparison Chart
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SHPAX vs. SHSAX commentary
Apr 08, 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 SHPAX is a Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.6B vs. SHPAX (10M). SHSAX pays higher dividends than SHPAX: SHSAX (0.21) vs SHPAX (0.00). SHPAX was incepted earlier than SHSAX: SHPAX (26 years) vs SHSAX (25 years). SHPAX (2.72) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 27.00 vs. SHPAX (17.00). SHPAX initial investment is less costly to investors than SHSAX (5%) vs SHSAX (5%). SHPAX has a lower initial minimum investment than SHSAX: SHPAX (250) vs SHSAX (1000). SHPAX annual gain was more profitable for investors over the last year : -4.73 vs. SHSAX (-13.38). SHSAX return over 5 years is better than : -0.18 vs. SHPAX (-1.28).
| SHPAX | SHSAX | SHPAX / SHSAX | |
| Total Expense Ratio | 2.72 | 1.09 | 250% |
| Annual Report Gross Expense Ratio | 2.72 | 1.09 | 250% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | -1.437 | -4.308 | 33% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10M | 6.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.21 | - |
| Returns for 1 year | -4.73 | -13.38 | 35% |
| Returns for 3 years | -15.16 | -18.47 | 82% |
| Returns for 5 years | -1.28 | -0.18 | 712% |
| Returns for 10 years | -42.20 | 9.94 | -425% |
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