Interact to see
Advertisement
Advertisement
PHLQX vs SHSAX
PHLQX vs SHSAX Comparison
Open Charts PHLQX vs SHSAX
PHLQX vs SHSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PHLQX vs. SHSAX commentary
Sep 13, 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: 6.17B vs. PHLQX (1.47B). PHLQX pays higher dividends than SHSAX: PHLQX (0.28) vs SHSAX (0.26). 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 : 16.96 vs. SHSAX (4.10). SHSAX return over 5 years is better than : -17.90 vs. PHLQX (-18.88).
| 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 | 9.148 | -2.642 | -346% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 6.17B | 24% |
| Annual Yield % from dividends | 0.28 | 0.26 | 109% |
| Returns for 1 year | 16.96 | 4.10 | 413% |
| Returns for 3 years | 17.44 | -2.23 | -781% |
| Returns for 5 years | -18.88 | -17.90 | 106% |
| Returns for 10 years | 27.31 | 34.80 | 78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers