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JFNAX vs SHSAX
JFNAX vs SHSAX Comparison Chart in %
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JFNAX vs. SHSAX commentary
Jul 27, 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 StrongBuy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.31B vs. JFNAX (4.4B). SHSAX pays higher dividends than JFNAX: SHSAX (0.22) 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 : -14.38 vs. SHSAX (-16.26). JFNAX return over 5 years is better than : 3.86 vs. SHSAX (-15.72).
| 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 | -1.057 | -6.182 | 17% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.4B | 6.31B | 70% |
| Annual Yield % from dividends | 0.13 | 0.22 | 58% |
| Returns for 1 year | -14.38 | -16.26 | 88% |
| Returns for 3 years | 8.41 | -6.90 | -122% |
| Returns for 5 years | 3.86 | -15.72 | -25% |
| Returns for 10 years | 4.28 | 1.74 | 246% |
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