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SHPCX vs SHSAX
SHPCX vs SHSAX Comparison Chart in %
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SHPCX vs. SHSAX commentary
Oct 21, 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 Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.29B vs. SHPCX (10.3M). SHSAX pays higher dividends than SHPCX: SHSAX (0.22) vs SHPCX (0.00). SHPCX was incepted earlier than SHSAX: SHPCX (26 years) vs SHSAX (26 years). SHPCX (3.32) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 43.00 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 : -3.41 vs. SHSAX (-11.98). SHPCX (-13.45) and SHSAX (-13.77) have equivalent 5 years return.
| SHPCX | SHSAX | SHPCX / SHSAX | |
| Total Expense Ratio | 3.32 | 1.09 | 305% |
| Annual Report Gross Expense Ratio | 3.32 | 1.09 | 305% |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | 7.522 | 0.545 | 1,381% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 6.29B | 0% |
| Annual Yield % from dividends | 0.00 | 0.22 | - |
| Returns for 1 year | -3.41 | -11.98 | 29% |
| Returns for 3 years | -3.76 | 3.42 | -110% |
| Returns for 5 years | -13.45 | -13.77 | 98% |
| Returns for 10 years | -50.38 | 24.61 | -205% |
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