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 | -4.956 | -0.817 | 607% |
Front Load | N/A | 5% | - |
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 | 1.43 | 0.22 | 641% |
Returns for 1 year | -33.44 | -11.81 | 283% |
Returns for 3 years | -25.83 | -7.36 | 351% |
Returns for 5 years | -65.92 | -8.30 | 794% |
Returns for 10 years | -74.44 | 10.50 | -709% |