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JFNAX vs SHSAX
JFNAX vs SHSAX Comparison Chart
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JFNAX vs. SHSAX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.52B vs. JFNAX (4.35B). SHSAX pays higher dividends than JFNAX: SHSAX (0.23) vs JFNAX (0.13). 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). JFNAX is a more actively managed with annual turnover of: 35.00 vs. SHSAX (27.00). 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 : -12.25 vs. SHSAX (-13.42). JFNAX return over 5 years is better than : 11.98 vs. SHSAX (-3.42).
| 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 | -1.766 | -1.217 | 145% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.35B | 6.52B | 67% |
| Annual Yield % from dividends | 0.13 | 0.23 | 58% |
| Returns for 1 year | -12.25 | -13.42 | 91% |
| Returns for 3 years | 19.79 | -0.08 | -23,427% |
| Returns for 5 years | 11.98 | -3.42 | -350% |
| Returns for 10 years | 9.32 | 11.70 | 80% |
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