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PHLQX vs SHSAX
PHLQX vs SHSAX Comparison Chart
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PHLQX vs. SHSAX commentary
May 04, 2025
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 PHLQX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.83B vs. PHLQX (1.45B). PHLQX pays higher dividends than SHSAX: PHLQX (0.91) vs SHSAX (0.22). PHLQX was incepted earlier than SHSAX: PHLQX (9 years) vs SHSAX (25 years). SHSAX (1.09) is less costly to investors than PHLQX (0.77). PHLQX is a more actively managed with annual turnover of: 79.00 vs. SHSAX (27.00). PHLQX has a lower initial minimum investment than SHSAX: PHLQX (0) vs SHSAX (1000). SHSAX annual gain was more profitable for investors over the last year : -8.10 vs. PHLQX (-12.23). SHSAX return over 5 years is better than : 0.14 vs. PHLQX (-11.55).
| PHLQX | SHSAX | PHLQX / SHSAX | |
| Total Expense Ratio | 0.77 | 1.09 | 71% |
| Annual Report Gross Expense Ratio | 0.77 | 1.09 | 71% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -3.753 | 0.336 | -1,116% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 6.83B | 21% |
| Annual Yield % from dividends | 0.91 | 0.22 | 418% |
| Returns for 1 year | -12.23 | -8.10 | 151% |
| Returns for 3 years | 6.66 | -6.06 | -110% |
| Returns for 5 years | -11.55 | 0.14 | -8,533% |
| Returns for 10 years | N/A | 19.88 | - |
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