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PHLAX vs SHSAX
PHLAX vs SHSAX Comparison Chart in %
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PHLAX vs. SHSAX commentary
Jul 27, 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 PHLAX is a StrongBuy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.31B vs. PHLAX (1.36B). PHLAX pays higher dividends than SHSAX: PHLAX (0.81) vs SHSAX (0.22). PHLAX was incepted earlier than SHSAX: PHLAX (26 years) vs SHSAX (26 years). PHLAX (1.13) and SHSAX (1.09) have similar cost to investors . PHLAX is a more actively managed with annual turnover of: 79.00 vs. SHSAX (27.00). PHLAX (6%) and SHSAX (5%) have equivalent initial investment costs. PHLAX (1000) and SHSAX (1000) have matching initial minimum investment requirements. SHSAX annual gain was more profitable for investors over the last year : -16.26 vs. PHLAX (-20.15). SHSAX return over 5 years is better than : -15.72 vs. PHLAX (-32.94).
| PHLAX | SHSAX | PHLAX / SHSAX | |
| Total Expense Ratio | 1.13 | 1.09 | 104% |
| Annual Report Gross Expense Ratio | 1.13 | 1.09 | 104% |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | -2.562 | -6.182 | 41% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 6.31B | 22% |
| Annual Yield % from dividends | 0.81 | 0.22 | 364% |
| Returns for 1 year | -20.15 | -16.26 | 124% |
| Returns for 3 years | 0.29 | -6.90 | -4% |
| Returns for 5 years | -32.94 | -15.72 | 210% |
| Returns for 10 years | -43.88 | 1.74 | -2,525% |