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JFNAX vs SHSAX
JFNAX vs SHSAX Comparison Chart in %
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JFNAX vs. SHSAX commentary
Feb 05, 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 JFNAX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.46B vs. JFNAX (5.36B). JFNAX pays higher dividends than SHSAX: JFNAX (0.32) vs SHSAX (0.27). JFNAX was incepted earlier than SHSAX: JFNAX (17 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 : 14.65 vs. SHSAX (-2.82). JFNAX return over 5 years is better than : 13.67 vs. SHSAX (-12.28).
| JFNAX | SHSAX | JFNAX / SHSAX | |
| Total Expense Ratio | 0.98 | 1.09 | 90% |
| Annual Report Gross Expense Ratio | 0.98 | 1.09 | 90% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 1.014 | 0.170 | 597% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 6.46B | 83% |
| Annual Yield % from dividends | 0.32 | 0.27 | 119% |
| Returns for 1 year | 14.65 | -2.82 | -520% |
| Returns for 3 years | 22.50 | 0.70 | 3,220% |
| Returns for 5 years | 13.67 | -12.28 | -111% |
| Returns for 10 years | 92.67 | 57.69 | 161% |
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