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SCHLX vs SHSAX
SCHLX vs SHSAX Comparison Chart
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SCHLX vs. SHSAX commentary
Jan 19, 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 StrongBuy and SHSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 7.37B vs. SCHLX (268M). 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 : 3.16 vs. SHSAX (-3.57). SCHLX return over 5 years is better than : 5.13 vs. SHSAX (-2.07).
| 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 | 2.045 | 3.075 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 7.37B | 4% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | 3.16 | -3.57 | -88% |
| Returns for 3 years | 5.20 | -6.46 | -81% |
| Returns for 5 years | 5.13 | -2.07 | -248% |
| Returns for 10 years | -2.13 | 29.30 | -7% |
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