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PHLQX vs SHSAX
PHLQX vs SHSAX Comparison Chart in %
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PHLQX vs. SHSAX commentary
Nov 20, 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 Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.58B vs. PHLQX (1.5B). PHLQX pays higher dividends than SHSAX: PHLQX (0.80) vs SHSAX (0.21). 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). PHLQX annual gain was more profitable for investors over the last year : 5.04 vs. SHSAX (-0.09). SHSAX return over 5 years is better than : -7.39 vs. PHLQX (-17.68).
| 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 | 17.197 | 7.047 | 244% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 6.58B | 23% |
| Annual Yield % from dividends | 0.80 | 0.21 | 374% |
| Returns for 1 year | 5.04 | -0.09 | -5,366% |
| Returns for 3 years | 27.99 | 3.89 | 720% |
| Returns for 5 years | -17.68 | -7.39 | 239% |
| Returns for 10 years | N/A | 27.96 | - |
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