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PHLCX vs SHSAX
PHLCX vs SHSAX Comparison Chart in %
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PHLCX vs. SHSAX commentary
Jan 15, 2026
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 Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.57B vs. PHLCX (1.48B). SHSAX pays higher dividends than PHLCX: SHSAX (0.27) vs PHLCX (0.17). PHLCX was incepted earlier than SHSAX: PHLCX (27 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 : 4.27 vs. PHLCX (-19.48). SHSAX return over 5 years is better than : -11.69 vs. PHLCX (-69.94).
| PHLCX | SHSAX | PHLCX / SHSAX | |
| Total Expense Ratio | 1.96 | 1.09 | 180% |
| Annual Report Gross Expense Ratio | 1.96 | 1.09 | 180% |
| Fund Existence | 27 years | 26 years | - |
| Gain YTD | 1.535 | 1.900 | 81% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 6.57B | 22% |
| Annual Yield % from dividends | 0.17 | 0.27 | 62% |
| Returns for 1 year | -19.48 | 4.27 | -456% |
| Returns for 3 years | -39.83 | 0.78 | -5,130% |
| Returns for 5 years | -69.94 | -11.69 | 598% |
| Returns for 10 years | -65.88 | 52.04 | -127% |
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