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JAGLX vs SHSAX
JAGLX vs SHSAX Comparison Chart in %
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JAGLX vs. SHSAX commentary
Jul 06, 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 JAGLX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.46B vs. JAGLX (4.35B). SHSAX (0.22) and JAGLX (0.22) have matching dividends . JAGLX was incepted earlier than SHSAX: JAGLX (27 years) vs SHSAX (26 years). SHSAX (1.09) is less costly to investors than JAGLX (0.92). JAGLX is a more actively managed with annual turnover of: 35.00 vs. SHSAX (27.00). SHSAX has a lower initial minimum investment than JAGLX: SHSAX (1000) vs JAGLX (2500). SHSAX (-11.81) and JAGLX (-11.87) have marching annual gain over last year. JAGLX return over 5 years is better than : 4.23 vs. SHSAX (-8.30).
| JAGLX | SHSAX | JAGLX / SHSAX | |
| Total Expense Ratio | 0.92 | 1.09 | 84% |
| Annual Report Gross Expense Ratio | 0.92 | 1.09 | 84% |
| Fund Existence | 27 years | 26 years | - |
| Gain YTD | -2.609 | -0.817 | 319% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.35B | 6.46B | 67% |
| Annual Yield % from dividends | 0.22 | 0.22 | 99% |
| Returns for 1 year | -11.87 | -11.81 | 100% |
| Returns for 3 years | 8.92 | -7.36 | -121% |
| Returns for 5 years | 4.23 | -8.30 | -51% |
| Returns for 10 years | 9.61 | 10.50 | 92% |
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