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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
Aug 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 StrongBuy and SHSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.09B vs. SCHLX (259M). SCHLX pays higher dividends than SHSAX: SCHLX (0.37) vs SHSAX (0.27). SCHLX was incepted earlier than SHSAX: SCHLX (28 years) vs SHSAX (27 years). SHSAX (1.09) and SCHLX (1.07) 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 annual gain was more profitable for investors over the last year : 13.21 vs. SHSAX (8.10). SCHLX return over 5 years is better than : -2.15 vs. SHSAX (-20.78).
| SCHLX | SHSAX | SCHLX / SHSAX | |
| Total Expense Ratio | 1.07 | 1.09 | 98% |
| Annual Report Gross Expense Ratio | 1.07 | 1.09 | 98% |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 0.737 | -5.283 | -14% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259M | 6.09B | 4% |
| Annual Yield % from dividends | 0.37 | 0.27 | 136% |
| Returns for 1 year | 13.21 | 8.10 | 163% |
| Returns for 3 years | 9.75 | -4.99 | -195% |
| Returns for 5 years | -2.15 | -20.78 | 10% |
| Returns for 10 years | 18.00 | 25.96 | 69% |
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