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JFNAX vs SHSAX
JFNAX vs SHSAX Comparison Chart in %
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JFNAX vs. SHSAX commentary
Dec 28, 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 JFNAX is a Buy and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.61B vs. JFNAX (5.39B). SHSAX pays higher dividends than JFNAX: SHSAX (0.20) vs JFNAX (0.10). JFNAX was incepted earlier than SHSAX: JFNAX (16 years) vs SHSAX (26 years). SHSAX (1.09) is less costly to investors than JFNAX (0.98). SHSAX is a more actively managed with annual turnover of: 43.00 vs. JFNAX (30.00). JFNAX initial investment is less costly to investors than SHSAX (5%) vs SHSAX (5%). SHSAX has a lower initial minimum investment than JFNAX: SHSAX (1000) vs JFNAX (2500). JFNAX annual gain was more profitable for investors over the last year : 18.15 vs. SHSAX (2.89). JFNAX return over 5 years is better than : 15.65 vs. SHSAX (-9.62).
| JFNAX | SHSAX | JFNAX / SHSAX | |
| Total Expense Ratio | 0.98 | 1.09 | 90% |
| Annual Report Gross Expense Ratio | 0.98 | 1.09 | 90% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 20.343 | 4.757 | 428% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.39B | 6.61B | 82% |
| Annual Yield % from dividends | 0.10 | 0.20 | 52% |
| Returns for 1 year | 18.15 | 2.89 | 627% |
| Returns for 3 years | 22.72 | 0.44 | 5,140% |
| Returns for 5 years | 15.65 | -9.62 | -163% |
| Returns for 10 years | 57.14 | 34.66 | 165% |
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