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PHLQX vs SHSAX
PHLQX vs SHSAX Comparison Chart in %
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PHLQX vs. SHSAX commentary
Jul 28, 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 StrongBuy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.31B vs. PHLQX (1.36B). PHLQX pays higher dividends than SHSAX: PHLQX (0.93) vs SHSAX (0.22). 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 (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 : -16.26 vs. PHLQX (-17.48). SHSAX return over 5 years is better than : -15.72 vs. PHLQX (-22.88).
| 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 | -2.389 | -6.182 | 39% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 6.31B | 22% |
| Annual Yield % from dividends | 0.93 | 0.22 | 415% |
| Returns for 1 year | -17.48 | -16.26 | 107% |
| Returns for 3 years | 5.89 | -6.90 | -85% |
| Returns for 5 years | -22.88 | -15.72 | 146% |
| Returns for 10 years | N/A | 1.74 | - |
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