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PHLAX vs SHSAX
PHLAX vs SHSAX Comparison
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PHLAX vs SHSAX Comparison Chart in %
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PHLAX vs. SHSAX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 5.89B vs. PHLAX (1.39B). SHSAX pays higher dividends than PHLAX: SHSAX (0.27) vs PHLAX (0.11). 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 : 12.88 vs. SHSAX (5.68). SHSAX return over 5 years is better than : -18.67 vs. PHLAX (-32.58).
| 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 | 1.016 | -1.607 | -63% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 5.89B | 24% |
| Annual Yield % from dividends | 0.11 | 0.27 | 41% |
| Returns for 1 year | 12.88 | 5.68 | 227% |
| Returns for 3 years | 0.47 | -3.29 | -14% |
| Returns for 5 years | -32.58 | -18.67 | 175% |
| Returns for 10 years | 4.66 | 42.22 | 11% |
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