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DHLSX vs PHSWX
DHLSX vs PHSWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DHLSX has more cash in the bank: 2.32B vs. PHSWX (11.4M). DHLSX pays higher dividends than PHSWX: DHLSX (1.56) vs PHSWX (0.49). DHLSX was incepted earlier than PHSWX: DHLSX (21 years) vs PHSWX (5 years). PHSWX (3.05) is less costly to investors than DHLSX (1.46). DHLSX is a more actively managed with annual turnover of: 46.00 vs. PHSWX (32.68). PHSWX has a lower initial minimum investment than DHLSX: PHSWX (1000) vs DHLSX (2500). PHSWX annual gain was more profitable for investors over the last year : 29.15 vs. DHLSX (17.29). DHLSX return over 5 years is better than : 25.88 vs. PHSWX (22.55).
| DHLSX | PHSWX | DHLSX / PHSWX | |
| Total Expense Ratio | 1.46 | 2.27 | 64% |
| Annual Report Gross Expense Ratio | 1.46 | 3.05 | 48% |
| Fund Existence | 21 years | 5 years | - |
| Gain YTD | -0.629 | 7.852 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 11.4M | 20,377% |
| Annual Yield % from dividends | 1.56 | 0.49 | 321% |
| Returns for 1 year | 17.29 | 29.15 | 59% |
| Returns for 3 years | 29.36 | 31.90 | 92% |
| Returns for 5 years | 25.88 | 22.55 | 115% |
| Returns for 10 years | 55.67 | N/A | - |
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