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LYFIX vs SHSAX
LYFIX vs SHSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.25B vs. LYFIX (34.7M). LYFIX pays higher dividends than SHSAX: LYFIX (2.19) vs SHSAX (0.23). LYFIX was incepted earlier than SHSAX: LYFIX (6 years) vs SHSAX (26 years). LYFIX (1.88) is less costly to investors than SHSAX (1.09). LYFIX is a more actively managed with annual turnover of: 164.00 vs. SHSAX (43.00). SHSAX has a lower initial minimum investment than LYFIX: SHSAX (1000) vs LYFIX (2500). LYFIX annual gain was more profitable for investors over the last year : -2.05 vs. SHSAX (-16.25). LYFIX return over 5 years is better than : 24.88 vs. SHSAX (-13.34).
| LYFIX | SHSAX | LYFIX / SHSAX | |
| Total Expense Ratio | 1.46 | 1.09 | 134% |
| Annual Report Gross Expense Ratio | 1.88 | 1.09 | 172% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 6.339 | -3.555 | -178% |
| Front Load | N/A | 5% | - |
| 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 | 2.19 | 0.23 | 971% |
| Returns for 1 year | -2.05 | -16.25 | 13% |
| Returns for 3 years | 11.40 | 0.40 | 2,856% |
| Returns for 5 years | 24.88 | -13.34 | -187% |
| Returns for 10 years | N/A | 12.07 | - |
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