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PHLAX vs SHSAX
PHLAX vs SHSAX Comparison Chart in %
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PHLAX vs. SHSAX commentary
Aug 18, 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: 6.23B vs. PHLAX (1.33B). PHLAX pays higher dividends than SHSAX: PHLAX (0.82) vs SHSAX (0.24). 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 : -17.07 vs. PHLAX (-21.86). SHSAX return over 5 years is better than : -15.88 vs. PHLAX (-34.24).
| 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 | -2.945 | -5.381 | 55% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 6.23B | 21% |
| Annual Yield % from dividends | 0.82 | 0.24 | 348% |
| Returns for 1 year | -21.86 | -17.07 | 128% |
| Returns for 3 years | -3.16 | -8.02 | 39% |
| Returns for 5 years | -34.24 | -15.88 | 216% |
| Returns for 10 years | -41.88 | 4.16 | -1,007% |
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