Interact to see
Advertisement
Advertisement
SCHLX vs VGHAX
SCHLX vs VGHAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SCHLX vs. VGHAX commentary
May 24, 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 VGHAX is a Hold.
FUNDAMENTALS
Fundamentals
VGHAX has more cash in the bank: 38.2B vs. SCHLX (242M). VGHAX pays higher dividends than SCHLX: VGHAX (0.92) vs SCHLX (0.53). SCHLX was incepted earlier than VGHAX: SCHLX (27 years) vs VGHAX (24 years). SCHLX (1.06) is less costly to investors than VGHAX (0.30). VGHAX is a more actively managed with annual turnover of: 29.00 vs. SCHLX (1.00). SCHLX has a lower initial minimum investment than VGHAX: SCHLX (2500) vs VGHAX (50000). SCHLX annual gain was more profitable for investors over the last year : -9.34 vs. VGHAX (-21.59). SCHLX return over 5 years is better than : -1.16 vs. VGHAX (-16.79).
| SCHLX | VGHAX | SCHLX / VGHAX | |
| Total Expense Ratio | 1.06 | 0.30 | 353% |
| Annual Report Gross Expense Ratio | 1.06 | 0.30 | 353% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | -4.607 | -7.270 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 38.2B | 1% |
| Annual Yield % from dividends | 0.53 | 0.92 | 58% |
| Returns for 1 year | -9.34 | -21.59 | 43% |
| Returns for 3 years | 1.33 | -15.54 | -9% |
| Returns for 5 years | -1.16 | -16.79 | 7% |
| Returns for 10 years | -16.37 | -27.25 | 60% |