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PHLCX vs SHSAX
PHLCX vs SHSAX Comparison
Open Charts PHLCX vs SHSAX
PHLCX vs SHSAX Comparison Chart in %
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PHLCX 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 PHLCX is a Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.12B vs. PHLCX (1.49B). SHSAX pays higher dividends than PHLCX: SHSAX (0.26) vs PHLCX (0.16). 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 : 4.01 vs. PHLCX (-13.43). SHSAX return over 5 years is better than : -21.87 vs. PHLCX (-69.87).
| 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 | 6.858 | -6.427 | -107% |
| Front Load | N/A | 5% | - |
| 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 | 0.16 | 0.26 | 61% |
| Returns for 1 year | -13.43 | 4.01 | -335% |
| Returns for 3 years | -38.86 | -7.42 | 524% |
| Returns for 5 years | -69.87 | -21.87 | 319% |
| Returns for 10 years | -65.10 | 25.87 | -252% |
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