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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: 2.29B vs. PHSWX (12.6M). DHLSX pays higher dividends than PHSWX: DHLSX (1.57) vs PHSWX (0.44). 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 : 30.09 vs. DHLSX (13.24). DHLSX (25.64) and PHSWX (25.54) have equivalent 5 years return.
| 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 | -1.226 | 10.596 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 12.6M | 18,198% |
| Annual Yield % from dividends | 1.57 | 0.44 | 353% |
| Returns for 1 year | 13.24 | 30.09 | 44% |
| Returns for 3 years | 25.44 | 35.56 | 72% |
| Returns for 5 years | 25.64 | 25.54 | 100% |
| Returns for 10 years | 53.77 | N/A | - |
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