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SHPAX vs SHSAX
SHPAX vs SHSAX Comparison
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SHPAX vs SHSAX Comparison Chart in %
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SHPAX vs. SHSAX commentary
Jun 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 SHPAX is a Buy and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 5.82B vs. SHPAX (10.3M). SHSAX pays higher dividends than SHPAX: SHSAX (0.27) vs SHPAX (0.00). SHPAX was incepted earlier than SHSAX: SHPAX (27 years) vs SHSAX (26 years). SHPAX (3.00) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 43.00 vs. SHPAX (22.00). SHPAX initial investment is less costly to investors than SHSAX (5%) vs SHSAX (5%). SHSAX has a lower initial minimum investment than SHPAX: SHSAX (1000) vs SHPAX (2500). SHPAX annual gain was more profitable for investors over the last year : 9.29 vs. SHSAX (3.04). SHPAX return over 5 years is better than : 3.55 vs. SHSAX (-17.33).
| SHPAX | SHSAX | SHPAX / SHSAX | |
| Total Expense Ratio | 3.00 | 1.09 | 275% |
| Annual Report Gross Expense Ratio | 3.00 | 1.09 | 275% |
| Fund Existence | 27 years | 26 years | - |
| Gain YTD | -2.633 | -3.862 | 68% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 5.82B | 0% |
| Annual Yield % from dividends | 0.00 | 0.27 | - |
| Returns for 1 year | 9.29 | 3.04 | 306% |
| Returns for 3 years | 9.46 | -4.08 | -232% |
| Returns for 5 years | 3.55 | -17.33 | -20% |
| Returns for 10 years | -29.24 | 32.83 | -89% |
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