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SHPAX vs SHSAX
SHPAX vs SHSAX Comparison Chart
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SHPAX vs. SHSAX commentary
May 13, 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 Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.49B vs. SHPAX (9.88M). SHSAX pays higher dividends than SHPAX: SHSAX (0.22) 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 : -6.15 vs. SHSAX (-13.96). SHPAX return over 5 years is better than : -6.15 vs. SHSAX (-7.37).
| 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 | -1.703 | -4.244 | 40% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.88M | 6.49B | 0% |
| Annual Yield % from dividends | 0.00 | 0.22 | - |
| Returns for 1 year | -6.15 | -13.96 | 44% |
| Returns for 3 years | -4.89 | -7.51 | 65% |
| Returns for 5 years | -6.15 | -7.37 | 83% |
| Returns for 10 years | -40.80 | 11.35 | -360% |
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