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SCHLX vs SHSAX
SCHLX vs SHSAX Comparison Chart
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SCHLX vs. SHSAX commentary
May 23, 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 Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.44B vs. SCHLX (242M). SCHLX pays higher dividends than SHSAX: SCHLX (0.53) vs SHSAX (0.22). 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 : -9.34 vs. SHSAX (-15.25). SCHLX return over 5 years is better than : -1.16 vs. SHSAX (-8.37).
| 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 | -4.607 | -4.020 | 115% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 6.44B | 4% |
| Annual Yield % from dividends | 0.53 | 0.22 | 244% |
| Returns for 1 year | -9.34 | -15.25 | 61% |
| Returns for 3 years | 1.33 | -10.14 | -13% |
| Returns for 5 years | -1.16 | -8.37 | 14% |
| Returns for 10 years | -16.37 | 8.34 | -196% |
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