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SCHLX vs SHSAX
SCHLX vs SHSAX Comparison
Open Charts SCHLX vs SHSAX
SCHLX vs SHSAX Comparison Chart in %
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SCHLX vs. SHSAX commentary
Jun 24, 2026
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: 5.89B vs. SCHLX (245M). SCHLX pays higher dividends than SHSAX: SCHLX (0.39) vs SHSAX (0.27). SCHLX was incepted earlier than SHSAX: SCHLX (28 years) vs SHSAX (27 years). SHSAX (1.09) and SCHLX (1.05) have similar cost to investors . SHSAX is a more actively managed with annual turnover of: 43.00 vs. SCHLX (1.00). SHSAX has a lower initial minimum investment than SCHLX: SHSAX (1000) vs SCHLX (2500). SHSAX annual gain was more profitable for investors over the last year : 4.39 vs. SCHLX (3.91). SCHLX return over 5 years is better than : -5.11 vs. SHSAX (-19.33).
| SCHLX | SHSAX | SCHLX / SHSAX | |
| Total Expense Ratio | 1.05 | 1.09 | 96% |
| Annual Report Gross Expense Ratio | 1.05 | 1.09 | 96% |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | -6.631 | -2.935 | 226% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 5.89B | 4% |
| Annual Yield % from dividends | 0.39 | 0.27 | 143% |
| Returns for 1 year | 3.91 | 4.39 | 89% |
| Returns for 3 years | 2.36 | -4.60 | -51% |
| Returns for 5 years | -5.11 | -19.33 | 26% |
| Returns for 10 years | 20.98 | 40.30 | 52% |
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