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PHLCX vs SHSAX
PHLCX vs SHSAX Comparison Chart in %
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PHLCX vs. SHSAX commentary
Jul 27, 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: 6.31B vs. PHLCX (1.36B). PHLCX pays higher dividends than SHSAX: PHLCX (1.43) vs SHSAX (0.22). 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 (27.00). PHLCX (1000) and SHSAX (1000) have matching initial minimum investment requirements. SHSAX annual gain was more profitable for investors over the last year : -16.26 vs. PHLCX (-35.08). SHSAX return over 5 years is better than : -15.72 vs. PHLCX (-65.29).
| 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% |
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