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PHLCX vs SHSAX
PHLCX vs SHSAX Comparison Chart in %
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PHLCX vs. SHSAX commentary
Dec 13, 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 Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.49B vs. PHLCX (1.52B). PHLCX pays higher dividends than SHSAX: PHLCX (1.19) vs SHSAX (0.20). 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 (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 : -0.62 vs. PHLCX (-18.52). SHSAX return over 5 years is better than : -9.01 vs. PHLCX (-64.07).
| 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 | 19.185 | 3.059 | 627% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 6.49B | 23% |
| Annual Yield % from dividends | 1.19 | 0.20 | 605% |
| Returns for 1 year | -18.52 | -0.62 | 2,998% |
| Returns for 3 years | -12.38 | -3.36 | 369% |
| Returns for 5 years | -64.07 | -9.01 | 712% |
| Returns for 10 years | -61.67 | 38.59 | -160% |
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