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PHLQX vs SHSAX
PHLQX vs SHSAX Comparison Chart in %
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PHLQX vs. SHSAX commentary
Nov 14, 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: 6.6B vs. PHLQX (1.49B). PHLQX pays higher dividends than SHSAX: PHLQX (0.80) vs SHSAX (0.21). 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 annual gain was more profitable for investors over the last year : -1.60 vs. SHSAX (-4.36). SHSAX return over 5 years is better than : -10.06 vs. PHLQX (-19.96).
| 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 | 15.969 | 6.935 | 230% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 6.6B | 23% |
| Annual Yield % from dividends | 0.80 | 0.21 | 374% |
| Returns for 1 year | -1.60 | -4.36 | 37% |
| Returns for 3 years | 27.62 | 4.78 | 578% |
| Returns for 5 years | -19.96 | -10.06 | 198% |
| Returns for 10 years | N/A | 31.19 | - |
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