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PHLCX vs SHSAX
PHLCX vs SHSAX Comparison Chart in %
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PHLCX vs. SHSAX commentary
Jul 07, 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 Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.46B 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 : -11.81 vs. PHLCX (-33.44). SHSAX return over 5 years is better than : -8.30 vs. PHLCX (-65.92).
| 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% |
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