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SCHLX vs SHSAX
SCHLX vs SHSAX Comparison Chart in %
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SCHLX vs. SHSAX commentary
Jul 16, 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: 6.39B vs. SCHLX (244M). SCHLX pays higher dividends than SHSAX: SCHLX (0.55) vs SHSAX (0.22). SCHLX was incepted earlier than SHSAX: SCHLX (27 years) vs SHSAX (26 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 : -8.81 vs. SHSAX (-14.85). SCHLX return over 5 years is better than : -2.57 vs. SHSAX (-10.54).
| 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 | 26 years | - |
| Gain YTD | -1.232 | -0.897 | 137% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 6.39B | 4% |
| Annual Yield % from dividends | 0.55 | 0.22 | 245% |
| Returns for 1 year | -8.81 | -14.85 | 59% |
| Returns for 3 years | 4.46 | -1.17 | -381% |
| Returns for 5 years | -2.57 | -10.54 | 24% |
| Returns for 10 years | -18.09 | 6.07 | -298% |
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