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SCHLX vs THISX
SCHLX vs THISX Comparison Chart
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SCHLX vs. THISX commentary
Apr 25, 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 THISX is a Buy.
FUNDAMENTALS
Fundamentals
THISX has more cash in the bank: 11.7B vs. SCHLX (250M). SCHLX pays higher dividends than THISX: SCHLX (0.52) vs THISX (0.18). SCHLX was incepted earlier than THISX: SCHLX (27 years) vs THISX (9 years). SCHLX (1.06) is less costly to investors than THISX (0.67). THISX is a more actively managed with annual turnover of: 52.40 vs. SCHLX (1.00). SCHLX has a lower initial minimum investment than THISX: SCHLX (2500) vs THISX (500000). SCHLX annual gain was more profitable for investors over the last year : -3.08 vs. THISX (-14.66). SCHLX return over 5 years is better than : 2.69 vs. THISX (-5.49).
| SCHLX | THISX | SCHLX / THISX | |
| Total Expense Ratio | 1.06 | 0.67 | 158% |
| Annual Report Gross Expense Ratio | 1.06 | 0.67 | 158% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | -2.414 | -3.525 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250M | 11.7B | 2% |
| Annual Yield % from dividends | 0.52 | 0.18 | 291% |
| Returns for 1 year | -3.08 | -14.66 | 21% |
| Returns for 3 years | -0.84 | -14.97 | 6% |
| Returns for 5 years | 2.69 | -5.49 | -49% |
| Returns for 10 years | -12.08 | N/A | - |
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