Interact to see
Advertisement
Advertisement
PHLCX vs SHSAX
PHLCX vs SHSAX Comparison
Open Charts PHLCX vs SHSAX
PHLCX vs SHSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PHLCX vs. SHSAX commentary
Sep 04, 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 PHLCX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.45B vs. PHLCX (1.52B). SHSAX pays higher dividends than PHLCX: SHSAX (0.26) vs PHLCX (0.15). PHLCX was incepted earlier than SHSAX: PHLCX (27 years) vs SHSAX (27 years). PHLCX (1.97) is less costly to investors than SHSAX (1.09). PHLCX is a more actively managed with annual turnover of: 81.00 vs. SHSAX (43.00). PHLCX (1000) and SHSAX (1000) have matching initial minimum investment requirements. SHSAX annual gain was more profitable for investors over the last year : 10.42 vs. PHLCX (-10.92). SHSAX return over 5 years is better than : -16.94 vs. PHLCX (-69.70).
| PHLCX | SHSAX | PHLCX / SHSAX | |
| Total Expense Ratio | 1.97 | 1.09 | 181% |
| Annual Report Gross Expense Ratio | 1.97 | 1.09 | 181% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 11.873 | 1.529 | 776% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 6.45B | 23% |
| Annual Yield % from dividends | 0.15 | 0.26 | 60% |
| Returns for 1 year | -10.92 | 10.42 | -105% |
| Returns for 3 years | -36.58 | 1.50 | -2,435% |
| Returns for 5 years | -69.70 | -16.94 | 412% |
| Returns for 10 years | -62.72 | 38.90 | -161% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement