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SHPAX vs VGHCX
SHPAX vs VGHCX Comparison Chart in %
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SHPAX vs. VGHCX commentary
Jul 28, 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 SHPAX is a Hold and VGHCX is a Buy.
FUNDAMENTALS
Fundamentals
VGHCX has more cash in the bank: 36B vs. SHPAX (10.1M). VGHCX pays higher dividends than SHPAX: VGHCX (0.88) vs SHPAX (0.00). SHPAX was incepted earlier than VGHCX: SHPAX (26 years) vs VGHCX (41 years). SHPAX (2.72) is less costly to investors than VGHCX (0.37). VGHCX is a more actively managed with annual turnover of: 29.00 vs. SHPAX (17.00). SHPAX has a lower initial minimum investment than VGHCX: SHPAX (250) vs VGHCX (3000). SHPAX annual gain was more profitable for investors over the last year : -6.65 vs. VGHCX (-21.77). SHPAX return over 5 years is better than : -4.11 vs. VGHCX (-19.00).
| SHPAX | VGHCX | SHPAX / VGHCX | |
| Total Expense Ratio | 2.72 | 0.37 | 735% |
| Annual Report Gross Expense Ratio | 2.72 | 0.37 | 735% |
| Fund Existence | 26 years | 41 years | - |
| Gain YTD | 3.034 | -3.575 | -85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 36B | 0% |
| Annual Yield % from dividends | 0.00 | 0.88 | - |
| Returns for 1 year | -6.65 | -21.77 | 31% |
| Returns for 3 years | -2.96 | -14.83 | 20% |
| Returns for 5 years | -4.11 | -19.00 | 22% |
| Returns for 10 years | -40.72 | -26.42 | 154% |
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