Interact to see
Advertisement
Advertisement
FACTX vs SHSAX
FACTX vs SHSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FACTX vs. SHSAX commentary
Jan 15, 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 FACTX is a Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.57B vs. FACTX (3.31B). SHSAX pays higher dividends than FACTX: SHSAX (0.27) vs FACTX (0.00). FACTX was incepted earlier than SHSAX: FACTX (29 years) vs SHSAX (26 years). FACTX (1.18) is less costly to investors than SHSAX (1.09). FACTX is a more actively managed with annual turnover of: 52.00 vs. SHSAX (43.00). SHSAX initial investment is less costly to investors than FACTX (4%) vs FACTX (4%). FACTX has a lower initial minimum investment than SHSAX: FACTX (0) vs SHSAX (1000). SHSAX annual gain was more profitable for investors over the last year : 4.27 vs. FACTX (-1.24). SHSAX return over 5 years is better than : -11.69 vs. FACTX (-18.44).
| FACTX | SHSAX | FACTX / SHSAX | |
| Total Expense Ratio | 1.18 | 1.09 | 108% |
| Annual Report Gross Expense Ratio | 1.18 | 1.09 | 108% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 0.725 | 1.900 | 38% |
| Front Load | 4% | 5% | 67% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 6.57B | 50% |
| Annual Yield % from dividends | 0.00 | 0.27 | - |
| Returns for 1 year | -1.24 | 4.27 | -29% |
| Returns for 3 years | -7.54 | 0.78 | -971% |
| Returns for 5 years | -18.44 | -11.69 | 158% |
| Returns for 10 years | 53.02 | 52.04 | 102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MRESX | 11.62 | 0.10 | +0.87% |
| Cromwell CenterSquare Real Estate Inv | |||
| IRCIX | 14.15 | 0.10 | +0.71% |
| Voya Russell Small Cap Index Port S2 | |||
| FIDSX | 16.01 | N/A | N/A |
| Fidelity Select Financials Port | |||
| TWUIX | 101.21 | -1.22 | -1.19% |
| American Century Ultra® I | |||
| ACAYX | 57.65 | -1.07 | -1.82% |
| Alger Capital Appreciation Instl Y | |||