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PHLQX vs SHSAX
PHLQX vs SHSAX Comparison Chart in %
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PHLQX vs. SHSAX commentary
Sep 29, 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 PHLQX is a Hold and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.02B vs. PHLQX (1.32B). PHLQX pays higher dividends than SHSAX: PHLQX (0.90) vs SHSAX (0.23). PHLQX was incepted earlier than SHSAX: PHLQX (10 years) vs SHSAX (26 years). SHSAX (1.09) is less costly to investors than PHLQX (0.77). PHLQX is a more actively managed with annual turnover of: 79.00 vs. SHSAX (43.00). PHLQX has a lower initial minimum investment than SHSAX: PHLQX (0) vs SHSAX (1000). PHLQX (-16.35) and SHSAX (-16.99) have marching annual gain over last year. SHSAX return over 5 years is better than : -14.19 vs. PHLQX (-25.47).
| PHLQX | SHSAX | PHLQX / SHSAX | |
| Total Expense Ratio | 0.77 | 1.09 | 71% |
| Annual Report Gross Expense Ratio | 0.77 | 1.09 | 71% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -0.273 | -5.077 | 5% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 6.02B | 22% |
| Annual Yield % from dividends | 0.90 | 0.23 | 397% |
| Returns for 1 year | -16.35 | -16.99 | 96% |
| Returns for 3 years | 17.35 | 2.23 | 777% |
| Returns for 5 years | -25.47 | -14.19 | 179% |
| Returns for 10 years | N/A | 23.46 | - |
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