Interact to see
Advertisement
Advertisement
SCHLX vs SHSAX
SCHLX vs SHSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SCHLX vs. SHSAX commentary
Aug 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 Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.04B vs. SCHLX (230M). SCHLX pays higher dividends than SHSAX: SCHLX (0.56) vs SHSAX (0.24). 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 : -12.63 vs. SHSAX (-18.59). SCHLX return over 5 years is better than : -7.56 vs. SHSAX (-19.22).
| 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 | -5.346 | -9.033 | 59% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230M | 6.04B | 4% |
| Annual Yield % from dividends | 0.56 | 0.24 | 239% |
| Returns for 1 year | -12.63 | -18.59 | 68% |
| Returns for 3 years | -1.27 | -9.98 | 13% |
| Returns for 5 years | -7.56 | -19.22 | 39% |
| Returns for 10 years | -18.47 | 0.89 | -2,085% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement