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SCHLX vs SHSAX
SCHLX vs SHSAX Comparison Chart
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SCHLX vs. SHSAX commentary
Apr 10, 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 SCHLX is a Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.56B vs. SCHLX (257M). SCHLX pays higher dividends than SHSAX: SCHLX (0.52) vs SHSAX (0.21). SCHLX was incepted earlier than SHSAX: SCHLX (27 years) vs SHSAX (25 years). SHSAX (1.09) and SCHLX (1.06) have similar cost to investors . SHSAX is a more actively managed with annual turnover of: 27.00 vs. SCHLX (1.00). 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 : -5.63 vs. SHSAX (-13.50). SCHLX return over 5 years is better than : 8.72 vs. SHSAX (-1.67).
| SCHLX | SHSAX | SCHLX / SHSAX | |
| Total Expense Ratio | 1.06 | 1.09 | 97% |
| Annual Report Gross Expense Ratio | 1.06 | 1.09 | 97% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | -3.868 | -4.709 | 82% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 6.56B | 4% |
| Annual Yield % from dividends | 0.52 | 0.21 | 242% |
| Returns for 1 year | -5.63 | -13.50 | 42% |
| Returns for 3 years | -8.15 | -18.81 | 43% |
| Returns for 5 years | 8.72 | -1.67 | -522% |
| Returns for 10 years | -15.01 | 9.48 | -158% |
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