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SHPAX vs VHCIX
SHPAX vs VHCIX Comparison Chart in %
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SHPAX vs. VHCIX 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 VHCIX is a Hold.
FUNDAMENTALS
Fundamentals
VHCIX has more cash in the bank: 17.4B vs. SHPAX (9.98M). VHCIX pays higher dividends than SHPAX: VHCIX (1.64) vs SHPAX (0.00). SHPAX was incepted earlier than VHCIX: SHPAX (26 years) vs VHCIX (21 years). SHPAX (2.72) is less costly to investors than VHCIX (0.09). SHPAX is a more actively managed with annual turnover of: 17.00 vs. VHCIX (4.00). SHPAX has a lower initial minimum investment than VHCIX: SHPAX (250) vs VHCIX (100000). SHPAX annual gain was more profitable for investors over the last year : -6.90 vs. VHCIX (-9.23). VHCIX return over 5 years is better than : 28.33 vs. SHPAX (-3.72).
| SHPAX | VHCIX | SHPAX / VHCIX | |
| Total Expense Ratio | 2.72 | 0.09 | 3,022% |
| Annual Report Gross Expense Ratio | 2.72 | 0.09 | 3,022% |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | 0.585 | -3.570 | -16% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.98M | 17.4B | 0% |
| Annual Yield % from dividends | 0.00 | 1.64 | - |
| Returns for 1 year | -6.90 | -9.23 | 75% |
| Returns for 3 years | -4.55 | 2.73 | -167% |
| Returns for 5 years | -3.72 | 28.33 | -13% |
| Returns for 10 years | -41.07 | 71.91 | -57% |
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