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PHLCX vs SHSAX
PHLCX vs SHSAX Comparison Chart in %
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PHLCX vs. SHSAX commentary
Sep 09, 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 PHLCX is a StrongBuy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.25B vs. PHLCX (1.36B). PHLCX pays higher dividends than SHSAX: PHLCX (1.39) vs SHSAX (0.23). PHLCX was incepted earlier than SHSAX: PHLCX (26 years) vs SHSAX (26 years). PHLCX (1.96) is less costly to investors than SHSAX (1.09). PHLCX is a more actively managed with annual turnover of: 79.00 vs. SHSAX (43.00). PHLCX (1000) and SHSAX (1000) have matching initial minimum investment requirements. SHSAX annual gain was more profitable for investors over the last year : -15.82 vs. PHLCX (-35.02). SHSAX return over 5 years is better than : -13.61 vs. PHLCX (-64.85).
| PHLCX | SHSAX | PHLCX / SHSAX | |
| Total Expense Ratio | 1.96 | 1.09 | 180% |
| Annual Report Gross Expense Ratio | 1.96 | 1.09 | 180% |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | -0.400 | -3.587 | 11% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 6.25B | 22% |
| Annual Yield % from dividends | 1.39 | 0.23 | 617% |
| Returns for 1 year | -35.02 | -15.82 | 221% |
| Returns for 3 years | -24.18 | -3.94 | 613% |
| Returns for 5 years | -64.85 | -13.61 | 476% |
| Returns for 10 years | -72.15 | 12.05 | -599% |
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