SHPAX
Price
$20.50
Change
-$0.21 (-1.01%)
Updated
Jun 2 closing price
Net Assets
10.29M
VHCIX
Price
$136.50
Change
-$1.75 (-1.27%)
Updated
Jun 2 closing price
Net Assets
18.51B
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SHPAX vs VHCIX

Header iconSHPAX vs VHCIX Comparison
Open Charts SHPAX vs VHCIXBanner chart's image
SHPAX vs VHCIX Comparison Chart in %
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SHPAX vs. VHCIX 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 VHCIX is a Buy.

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FUNDAMENTALS
Fundamentals
VHCIX has more cash in the bank: 18.5B vs. SHPAX (10.3M). VHCIX pays higher dividends than SHPAX: VHCIX (1.68) vs SHPAX (0.00). SHPAX was incepted earlier than VHCIX: SHPAX (27 years) vs VHCIX (22 years). SHPAX (3.00) is less costly to investors than VHCIX (0.09). SHPAX is a more actively managed with annual turnover of: 22.00 vs. VHCIX (4.00). SHPAX has a lower initial minimum investment than VHCIX: SHPAX (2500) vs VHCIX (100000). VHCIX annual gain was more profitable for investors over the last year : 13.69 vs. SHPAX (9.29). VHCIX return over 5 years is better than : 17.41 vs. SHPAX (3.55).
SHPAXVHCIXSHPAX / VHCIX
Total Expense Ratio3.000.093,333%
Annual Report Gross Expense Ratio3.000.093,333%
Fund Existence27 years22 years-
Gain YTD-2.633-3.89668%
Front Load6%N/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets10.3M18.5B0%
Annual Yield % from dividends0.001.68-
Returns for 1 year9.2913.6968%
Returns for 3 years9.4615.1562%
Returns for 5 years3.5517.4120%
Returns for 10 years-29.24110.75-26%
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