Interact to see
Advertisement
Advertisement
LYFAX vs SHSAX
LYFAX vs SHSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.25B vs. LYFAX (34.7M). LYFAX pays higher dividends than SHSAX: LYFAX (1.95) vs SHSAX (0.23). LYFAX was incepted earlier than SHSAX: LYFAX (6 years) vs SHSAX (26 years). LYFAX (2.13) is less costly to investors than SHSAX (1.09). LYFAX is a more actively managed with annual turnover of: 164.00 vs. SHSAX (43.00). LYFAX initial investment is less costly to investors than SHSAX (5%) vs SHSAX (5%). SHSAX has a lower initial minimum investment than LYFAX: SHSAX (1000) vs LYFAX (2500). LYFAX annual gain was more profitable for investors over the last year : -2.25 vs. SHSAX (-16.25). LYFAX return over 5 years is better than : 23.33 vs. SHSAX (-13.34).
| LYFAX | SHSAX | LYFAX / SHSAX | |
| Total Expense Ratio | 1.71 | 1.09 | 157% |
| Annual Report Gross Expense Ratio | 2.13 | 1.09 | 195% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 6.145 | -3.555 | -173% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.7M | 6.25B | 1% |
| Annual Yield % from dividends | 1.95 | 0.23 | 863% |
| Returns for 1 year | -2.25 | -16.25 | 14% |
| Returns for 3 years | 10.49 | 0.40 | 2,630% |
| Returns for 5 years | 23.33 | -13.34 | -175% |
| Returns for 10 years | N/A | 12.07 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| APSLX | 16.86 | 0.17 | +1.02% |
| NYLI Fiera SMID Growth Class C | |||
| CBFCX | 40.49 | 0.14 | +0.35% |
| American Funds Global Balanced 529C | |||
| STDFX | 47.50 | -0.08 | -0.17% |
| Allspring Large Cap Growth Admin | |||
| TSLRX | 5.29 | -0.01 | -0.19% |
| Transamerica Small Cap Value R6 | |||
| TORTX | 18.79 | -0.12 | -0.63% |
| Tortoise Energy Infrastructure TR A | |||