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SHPCX vs SHSAX
SHPCX vs SHSAX Comparison Chart in %
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SHPCX 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 SHPCX is a Hold and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.31B vs. SHPCX (10.1M). SHSAX pays higher dividends than SHPCX: SHSAX (0.22) vs SHPCX (0.00). SHPCX was incepted earlier than SHSAX: SHPCX (26 years) vs SHSAX (26 years). SHPCX (3.32) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 27.00 vs. SHPCX (17.00). SHPCX has a lower initial minimum investment than SHSAX: SHPCX (250) vs SHSAX (1000). SHPCX annual gain was more profitable for investors over the last year : -7.76 vs. SHSAX (-16.26). SHSAX return over 5 years is better than : -15.72 vs. SHPCX (-16.87).
| SHPCX | SHSAX | SHPCX / SHSAX | |
| Total Expense Ratio | 3.32 | 1.09 | 305% |
| Annual Report Gross Expense Ratio | 3.32 | 1.09 | 305% |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | 2.613 | -6.182 | -42% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 6.31B | 0% |
| Annual Yield % from dividends | 0.00 | 0.22 | - |
| Returns for 1 year | -7.76 | -16.26 | 48% |
| Returns for 3 years | -9.87 | -6.90 | 143% |
| Returns for 5 years | -16.87 | -15.72 | 107% |
| Returns for 10 years | -55.68 | 1.74 | -3,204% |
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