Interact to see
Advertisement
Advertisement
PHLAX vs SHSAX
PHLAX vs SHSAX Comparison
Open Charts PHLAX vs SHSAX
PHLAX vs SHSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PHLAX vs. SHSAX commentary
Jul 25, 2026
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 PHLAX is a Buy and SHSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.12B vs. PHLAX (1.49B). SHSAX pays higher dividends than PHLAX: SHSAX (0.26) vs PHLAX (0.10). PHLAX was incepted earlier than SHSAX: PHLAX (27 years) vs SHSAX (27 years). PHLAX (1.15) is less costly to investors than SHSAX (1.09). PHLAX is a more actively managed with annual turnover of: 81.00 vs. SHSAX (43.00). PHLAX (6%) and SHSAX (5%) have equivalent initial investment costs. PHLAX (1000) and SHSAX (1000) have matching initial minimum investment requirements. PHLAX annual gain was more profitable for investors over the last year : 17.17 vs. SHSAX (5.74). SHSAX return over 5 years is better than : -20.73 vs. PHLAX (-29.39).
| PHLAX | SHSAX | PHLAX / SHSAX | |
| Total Expense Ratio | 1.15 | 1.09 | 106% |
| Annual Report Gross Expense Ratio | 1.15 | 1.09 | 106% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 8.688 | -5.052 | -172% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 6.12B | 24% |
| Annual Yield % from dividends | 0.10 | 0.26 | 41% |
| Returns for 1 year | 17.17 | 5.74 | 299% |
| Returns for 3 years | 8.92 | -6.14 | -145% |
| Returns for 5 years | -29.39 | -20.73 | 142% |
| Returns for 10 years | 1.50 | 27.48 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement