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DHLSX vs PHSWX
DHLSX vs PHSWX Comparison Chart
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FUNDAMENTALS
Fundamentals
DHLSX has more cash in the bank: 1.88B vs. PHSWX (7.3M). DHLSX pays higher dividends than PHSWX: DHLSX (2.15) vs PHSWX (0.99). DHLSX was incepted earlier than PHSWX: DHLSX (20 years) vs PHSWX (4 years). PHSWX (3.05) is less costly to investors than DHLSX (1.46). DHLSX is a more actively managed with annual turnover of: 46.00 vs. PHSWX (32.68). PHSWX has a lower initial minimum investment than DHLSX: PHSWX (1000) vs DHLSX (2500). PHSWX annual gain was more profitable for investors over the last year : 13.18 vs. DHLSX (0.39).
| DHLSX | PHSWX | DHLSX / PHSWX | |
| Total Expense Ratio | 1.46 | 2.27 | 64% |
| Annual Report Gross Expense Ratio | 1.46 | 3.05 | 48% |
| Fund Existence | 20 years | 4 years | - |
| Gain YTD | 5.822 | 14.896 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 7.3M | 25,784% |
| Annual Yield % from dividends | 2.15 | 0.99 | 217% |
| Returns for 1 year | 0.39 | 13.18 | 3% |
| Returns for 3 years | 6.93 | 6.23 | 111% |
| Returns for 5 years | 23.31 | N/A | - |
| Returns for 10 years | 25.33 | N/A | - |