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FACTX vs SHSAX
FACTX vs SHSAX Comparison Chart in %
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FACTX vs. SHSAX commentary
Dec 26, 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 FACTX is a Buy and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.61B vs. FACTX (3.52B). SHSAX pays higher dividends than FACTX: SHSAX (0.20) 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 : 3.14 vs. FACTX (0.28). FACTX return over 5 years is better than : -2.07 vs. SHSAX (-9.60).
| 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 | 15.448 | 4.789 | 323% |
| Front Load | 4% | 5% | 67% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 6.61B | 53% |
| Annual Yield % from dividends | 0.00 | 0.20 | - |
| Returns for 1 year | 0.28 | 3.14 | 9% |
| Returns for 3 years | 9.87 | 0.04 | 22,098% |
| Returns for 5 years | -2.07 | -9.60 | 22% |
| Returns for 10 years | 59.47 | 35.83 | 166% |
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