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JFNIX vs SHPCX
JFNIX vs SHPCX Comparison Chart in %
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JFNIX vs. SHPCX 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 JFNIX is a StrongBuy and SHPCX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.4B vs. SHPCX (10.1M). JFNIX pays higher dividends than SHPCX: JFNIX (0.41) vs SHPCX (0.00). JFNIX was incepted earlier than SHPCX: JFNIX (16 years) vs SHPCX (26 years). SHPCX (3.32) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 vs. SHPCX (17.00). SHPCX has a lower initial minimum investment than JFNIX: SHPCX (250) vs JFNIX (2500). SHPCX annual gain was more profitable for investors over the last year : -7.76 vs. JFNIX (-14.09). JFNIX return over 5 years is better than : 5.60 vs. SHPCX (-16.87).
| JFNIX | SHPCX | JFNIX / SHPCX | |
| Total Expense Ratio | 0.77 | 3.32 | 23% |
| Annual Report Gross Expense Ratio | 0.77 | 3.32 | 23% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | -0.956 | 2.613 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.4B | 10.1M | 43,584% |
| Annual Yield % from dividends | 0.41 | 0.00 | - |
| Returns for 1 year | -14.09 | -7.76 | 182% |
| Returns for 3 years | 9.36 | -9.87 | -95% |
| Returns for 5 years | 5.60 | -16.87 | -33% |
| Returns for 10 years | 7.79 | -55.68 | -14% |
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