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FSPHX vs SHPAX
FSPHX vs SHPAX Comparison Chart in %
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FSPHX vs. SHPAX commentary
Feb 04, 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 FSPHX is a Hold and SHPAX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.28B vs. SHPAX (11.1M). FSPHX pays higher dividends than SHPAX: FSPHX (0.43) vs SHPAX (0.00). FSPHX was incepted earlier than SHPAX: FSPHX (45 years) vs SHPAX (27 years). SHPAX (3.00) is less costly to investors than FSPHX (0.63). FSPHX is a more actively managed with annual turnover of: 40.00 vs. SHPAX (22.00). FSPHX has a lower initial minimum investment than SHPAX: FSPHX (0) vs SHPAX (2500). SHPAX annual gain was more profitable for investors over the last year : 8.75 vs. FSPHX (0.29). SHPAX return over 5 years is better than : 13.37 vs. FSPHX (-13.13).
| FSPHX | SHPAX | FSPHX / SHPAX | |
| Total Expense Ratio | 0.63 | 3.00 | 21% |
| Annual Report Gross Expense Ratio | 0.63 | 3.00 | 21% |
| Fund Existence | 45 years | 27 years | - |
| Gain YTD | 0.809 | 1.646 | 49% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28B | 11.1M | 56,559% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | 0.29 | 8.75 | 3% |
| Returns for 3 years | 1.47 | 11.39 | 13% |
| Returns for 5 years | -13.13 | 13.37 | -98% |
| Returns for 10 years | 62.61 | -15.88 | -394% |
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