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PHLAX vs SHSAX
PHLAX vs SHSAX Comparison Chart in %
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PHLAX vs. SHSAX commentary
Jul 07, 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 Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.46B 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 : -11.81 vs. PHLAX (-18.15). SHSAX return over 5 years is better than : -8.30 vs. PHLAX (-34.21).
| 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 | -4.594 | -0.817 | 562% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 6.46B | 21% |
| Annual Yield % from dividends | 0.81 | 0.22 | 364% |
| Returns for 1 year | -18.15 | -11.81 | 154% |
| Returns for 3 years | 0.40 | -7.36 | -5% |
| Returns for 5 years | -34.21 | -8.30 | 412% |
| Returns for 10 years | -42.91 | 10.50 | -409% |
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