Interact to see
Advertisement
Advertisement
SCHLX vs SHSAX
SCHLX vs SHSAX Comparison
Open Charts SCHLX vs SHSAX
SCHLX vs SHSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SCHLX vs. SHSAX commentary
Jun 03, 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: 5.82B vs. SCHLX (228M). SCHLX pays higher dividends than SHSAX: SCHLX (0.39) vs SHSAX (0.27). SCHLX was incepted earlier than SHSAX: SCHLX (28 years) vs SHSAX (26 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). SCHLX (3.12) and SHSAX (3.04) have marching annual gain over last year. SCHLX return over 5 years is better than : -1.85 vs. SHSAX (-17.33).
| 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 | 26 years | - |
| Gain YTD | -7.276 | -3.862 | 188% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 5.82B | 4% |
| Annual Yield % from dividends | 0.39 | 0.27 | 143% |
| Returns for 1 year | 3.12 | 3.04 | 103% |
| Returns for 3 years | 3.26 | -4.08 | -80% |
| Returns for 5 years | -1.85 | -17.33 | 11% |
| Returns for 10 years | 13.43 | 32.83 | 41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement