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PHLQX vs SHSAX
PHLQX vs SHSAX Comparison
Open Charts PHLQX vs SHSAX
PHLQX vs SHSAX Comparison Chart in %
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PHLQX vs. SHSAX commentary
Aug 23, 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 PHLQX is a Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.56B vs. PHLQX (1.56B). PHLQX pays higher dividends than SHSAX: PHLQX (0.29) vs SHSAX (0.27). PHLQX was incepted earlier than SHSAX: PHLQX (11 years) vs SHSAX (27 years). SHSAX (1.09) is less costly to investors than PHLQX (0.80). PHLQX is a more actively managed with annual turnover of: 81.00 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 : 27.27 vs. SHSAX (12.38). PHLQX (-13.90) and SHSAX (-14.59) have equivalent 5 years return.
| PHLQX | SHSAX | PHLQX / SHSAX | |
| Total Expense Ratio | 0.80 | 1.09 | 73% |
| Annual Report Gross Expense Ratio | 0.80 | 1.09 | 73% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 14.734 | 2.951 | 499% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 6.56B | 24% |
| Annual Yield % from dividends | 0.29 | 0.27 | 107% |
| Returns for 1 year | 27.27 | 12.38 | 220% |
| Returns for 3 years | 26.43 | 4.07 | 649% |
| Returns for 5 years | -13.90 | -14.59 | 95% |
| Returns for 10 years | 28.97 | 37.33 | 78% |
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