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PHLQX vs SHSAX
PHLQX vs SHSAX Comparison Chart in %
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PHLQX vs. SHSAX commentary
Dec 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 Buy and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.61B vs. PHLQX (1.5B). PHLQX pays higher dividends than SHSAX: PHLQX (0.74) vs SHSAX (0.20). 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 : 6.53 vs. SHSAX (2.89). SHSAX return over 5 years is better than : -9.62 vs. PHLQX (-17.27).
| 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 | 9.167 | 4.757 | 193% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 6.61B | 23% |
| Annual Yield % from dividends | 0.74 | 0.20 | 373% |
| Returns for 1 year | 6.53 | 2.89 | 225% |
| Returns for 3 years | 16.49 | 0.44 | 3,731% |
| Returns for 5 years | -17.27 | -9.62 | 179% |
| Returns for 10 years | N/A | 34.66 | - |
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