Interact to see
Advertisement
Advertisement
PHLAX vs SHSAX
PHLAX vs SHSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PHLAX vs. SHSAX commentary
Jun 16, 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: 6.52B vs. PHLAX (1.4B). PHLAX pays higher dividends than SHSAX: PHLAX (0.84) vs SHSAX (0.23). 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 : -13.42 vs. PHLAX (-19.07). SHSAX return over 5 years is better than : -3.42 vs. PHLAX (-28.50).
| 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 | -4.064 | -1.217 | 334% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 6.52B | 21% |
| Annual Yield % from dividends | 0.84 | 0.23 | 369% |
| Returns for 1 year | -19.07 | -13.42 | 142% |
| Returns for 3 years | 10.81 | -0.08 | -12,797% |
| Returns for 5 years | -28.50 | -3.42 | 833% |
| Returns for 10 years | -41.82 | 11.70 | -357% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement