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SCHLX vs SHSAX
SCHLX vs SHSAX Comparison Chart
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SCHLX vs. SHSAX commentary
Dec 19, 2024
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 SCHLX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 7.53B vs. SCHLX (273M). SHSAX pays higher dividends than SCHLX: SHSAX (0.23) vs SCHLX (0.00). SCHLX was incepted earlier than SHSAX: SCHLX (27 years) vs SHSAX (25 years). SHSAX is a more actively managed with annual turnover of: 29.00 vs. SCHLX (27.00). SHSAX has a lower initial minimum investment than SCHLX: SHSAX (1000) vs SCHLX (2500). SCHLX annual gain was more profitable for investors over the last year : 7.27 vs. SHSAX (-0.50). SCHLX return over 5 years is better than : 8.34 vs. SHSAX (-0.07).
| SCHLX | SHSAX | SCHLX / SHSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | 5.211 | -2.401 | -217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 7.53B | 4% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | 7.27 | -0.50 | -1,457% |
| Returns for 3 years | -0.93 | -12.74 | 7% |
| Returns for 5 years | 8.34 | -0.07 | -11,647% |
| Returns for 10 years | -1.90 | 28.69 | -7% |
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