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PHLQX vs SHSAX
PHLQX vs SHSAX Comparison Chart in %
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PHLQX vs. SHSAX commentary
Sep 19, 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 Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.12B vs. PHLQX (1.33B). PHLQX pays higher dividends than SHSAX: PHLQX (0.90) vs SHSAX (0.23). PHLQX was incepted earlier than SHSAX: PHLQX (10 years) vs SHSAX (26 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 (43.00). 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 : -17.61 vs. PHLQX (-18.54). SHSAX return over 5 years is better than : -15.39 vs. PHLQX (-26.75).
| PHLQX | SHSAX | PHLQX / SHSAX | |
| Total Expense Ratio | 0.77 | 1.09 | 71% |
| Annual Report Gross Expense Ratio | 0.77 | 1.09 | 71% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -0.887 | -4.660 | 19% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 6.12B | 22% |
| Annual Yield % from dividends | 0.90 | 0.23 | 397% |
| Returns for 1 year | -18.54 | -17.61 | 105% |
| Returns for 3 years | 11.28 | -1.84 | -613% |
| Returns for 5 years | -26.75 | -15.39 | 174% |
| Returns for 10 years | N/A | 11.35 | - |
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