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SHPCX vs SHSAX
SHPCX vs SHSAX Comparison Chart
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SHPCX vs. SHSAX commentary
Apr 11, 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 SHPCX is a Buy and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.74B vs. SHPCX (10.2M). SHSAX pays higher dividends than SHPCX: SHSAX (0.21) vs SHPCX (0.00). SHPCX was incepted earlier than SHSAX: SHPCX (25 years) vs SHSAX (25 years). SHPCX (3.32) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 27.00 vs. SHPCX (17.00). SHPCX has a lower initial minimum investment than SHSAX: SHPCX (250) vs SHSAX (1000). SHPCX annual gain was more profitable for investors over the last year : -3.89 vs. SHSAX (-10.32). SHSAX return over 5 years is better than : 1.22 vs. SHPCX (-13.65).
| SHPCX | SHSAX | SHPCX / SHSAX | |
| Total Expense Ratio | 3.32 | 1.09 | 305% |
| Annual Report Gross Expense Ratio | 3.32 | 1.09 | 305% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | -0.317 | -1.906 | 17% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 6.74B | 0% |
| Annual Yield % from dividends | 0.00 | 0.21 | - |
| Returns for 1 year | -3.89 | -10.32 | 38% |
| Returns for 3 years | -18.62 | -14.81 | 126% |
| Returns for 5 years | -13.65 | 1.22 | -1,119% |
| Returns for 10 years | -55.98 | 12.86 | -435% |
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