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SHPAX vs VGHAX
SHPAX vs VGHAX Comparison Chart in %
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SHPAX vs. VGHAX 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 VGHAX is a Hold.
FUNDAMENTALS
Fundamentals
VGHAX has more cash in the bank: 36B vs. SHPAX (9.98M). VGHAX pays higher dividends than SHPAX: VGHAX (0.95) vs SHPAX (0.00). SHPAX was incepted earlier than VGHAX: SHPAX (26 years) vs VGHAX (24 years). SHPAX (2.72) is less costly to investors than VGHAX (0.32). VGHAX is a more actively managed with annual turnover of: 29.00 vs. SHPAX (17.00). SHPAX has a lower initial minimum investment than VGHAX: SHPAX (250) vs VGHAX (50000). SHPAX annual gain was more profitable for investors over the last year : -6.90 vs. VGHAX (-21.79). SHPAX return over 5 years is better than : -3.72 vs. VGHAX (-17.54).
| SHPAX | VGHAX | SHPAX / VGHAX | |
| Total Expense Ratio | 2.72 | 0.32 | 850% |
| Annual Report Gross Expense Ratio | 2.72 | 0.32 | 850% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 0.585 | -6.191 | -9% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.98M | 36B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | -6.90 | -21.79 | 32% |
| Returns for 3 years | -4.55 | -14.56 | 31% |
| Returns for 5 years | -3.72 | -17.54 | 21% |
| Returns for 10 years | -41.07 | -27.58 | 149% |
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