SHPAX
Price
$21.28
Change
+$0.16 (+0.76%)
Updated
Jun 22 closing price
Net Assets
10.55M
VHCIX
Price
$141.54
Change
+$1.27 (+0.91%)
Updated
Jun 22 closing price
Net Assets
18.99B
Interact to see
Advertisement

SHPAX vs VHCIX

SHPAX vs VHCIX Comparison Chart in %
View a ticker or compare two or three
VS
SHPAX vs. VHCIX commentary
Jun 24, 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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VHCIX has more cash in the bank: 19B vs. SHPAX (10.6M). 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 : 15.23 vs. SHPAX (11.81). VHCIX return over 5 years is better than : 15.37 vs. SHPAX (1.88).
SHPAXVHCIXSHPAX / VHCIX
Total Expense Ratio3.000.093,333%
Annual Report Gross Expense Ratio3.000.093,333%
Fund Existence27 years22 years-
Gain YTD-0.705-2.49228%
Front Load6%N/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets10.6M19B0%
Annual Yield % from dividends0.001.68-
Returns for 1 year11.8115.2378%
Returns for 3 years9.8315.1765%
Returns for 5 years1.8815.3712%
Returns for 10 years-25.79123.24-21%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ICEUX54.570.06
+0.11%
NYLI Epoch International Choice Class I
RYCYX181.59N/A
N/A
Rydex Dow 2x Strategy C
LADCX15.34N/A
N/A
Lord Abbett Developing Growth C
FDGFX50.32N/A
N/A
Fidelity Dividend Growth
PXSCX21.27-0.03
-0.14%
Impax Small Cap Investor