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SHPAX vs SHSAX
SHPAX vs SHSAX Comparison Chart in %
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SHPAX vs. SHSAX commentary
Jun 25, 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 Buy and SHSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.36B vs. SHPAX (9.98M). SHSAX pays higher dividends than SHPAX: SHSAX (0.23) vs SHPAX (0.00). SHPAX was incepted earlier than SHSAX: SHPAX (26 years) vs SHSAX (26 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 : -6.90 vs. SHSAX (-16.01). SHPAX return over 5 years is better than : -3.72 vs. SHSAX (-8.60).
| 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 | 26 years | - |
| Gain YTD | 0.585 | -3.203 | -18% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.98M | 6.36B | 0% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | -6.90 | -16.01 | 43% |
| Returns for 3 years | -4.55 | -9.31 | 49% |
| Returns for 5 years | -3.72 | -8.60 | 43% |
| Returns for 10 years | -41.07 | 7.05 | -582% |
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