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SHPAX vs VGHCX
SHPAX vs VGHCX Comparison Chart in %
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SHPAX vs. VGHCX commentary
Jul 26, 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 VGHCX is a Buy.
FUNDAMENTALS
Fundamentals
VGHCX has more cash in the bank: 36B vs. SHPAX (10M). VGHCX pays higher dividends than SHPAX: VGHCX (0.88) vs SHPAX (0.00). SHPAX was incepted earlier than VGHCX: SHPAX (26 years) vs VGHCX (41 years). SHPAX (2.72) is less costly to investors than VGHCX (0.37). VGHCX is a more actively managed with annual turnover of: 29.00 vs. SHPAX (17.00). SHPAX has a lower initial minimum investment than VGHCX: SHPAX (250) vs VGHCX (3000). SHPAX annual gain was more profitable for investors over the last year : -7.14 vs. VGHCX (-21.45). SHPAX return over 5 years is better than : -4.61 vs. VGHCX (-18.67).
| SHPAX | VGHCX | SHPAX / VGHCX | |
| Total Expense Ratio | 2.72 | 0.37 | 735% |
| Annual Report Gross Expense Ratio | 2.72 | 0.37 | 735% |
| Fund Existence | 26 years | 41 years | - |
| Gain YTD | 2.501 | -4.003 | -62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10M | 36B | 0% |
| Annual Yield % from dividends | 0.00 | 0.88 | - |
| Returns for 1 year | -7.14 | -21.45 | 33% |
| Returns for 3 years | -3.46 | -14.49 | 24% |
| Returns for 5 years | -4.61 | -18.67 | 25% |
| Returns for 10 years | -41.03 | -26.12 | 157% |
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