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 | -3.038 | -6.182 | 49% |
Front Load | N/A | 5% | - |
Min. Initial Investment | 1000 | 1000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.36B | 6.31B | 22% |
Annual Yield % from dividends | 1.43 | 0.22 | 641% |
Returns for 1 year | -35.08 | -16.26 | 216% |
Returns for 3 years | -25.97 | -6.90 | 377% |
Returns for 5 years | -65.29 | -15.72 | 415% |
Returns for 10 years | -74.89 | 1.74 | -4,309% |