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PHLQX vs SHSAX
PHLQX vs SHSAX Comparison Chart
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PHLQX vs. SHSAX commentary
Jun 15, 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 Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.52B vs. PHLQX (1.4B). PHLQX pays higher dividends than SHSAX: PHLQX (0.96) vs SHSAX (0.23). PHLQX was incepted earlier than SHSAX: PHLQX (9 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 (27.00). PHLQX has a lower initial minimum investment than SHSAX: PHLQX (0) vs SHSAX (1000). SHSAX annual gain was more profitable for investors over the last year : -13.42 vs. PHLQX (-16.38). SHSAX return over 5 years is better than : -3.42 vs. PHLQX (-17.77).
| PHLQX | SHSAX | PHLQX / SHSAX | |
| Total Expense Ratio | 0.77 | 1.09 | 71% |
| Annual Report Gross Expense Ratio | 0.77 | 1.09 | 71% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | -3.935 | -1.217 | 323% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 6.52B | 21% |
| Annual Yield % from dividends | 0.96 | 0.23 | 421% |
| Returns for 1 year | -16.38 | -13.42 | 122% |
| Returns for 3 years | 16.98 | -0.08 | -20,100% |
| Returns for 5 years | -17.77 | -3.42 | 519% |
| Returns for 10 years | N/A | 11.70 | - |
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