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PHLQX vs SHSAX
PHLQX vs SHSAX Comparison Chart in %
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PHLQX vs. SHSAX commentary
Jul 07, 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: 6.46B vs. PHLQX (1.36B). PHLQX pays higher dividends than SHSAX: PHLQX (0.93) vs SHSAX (0.22). 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 : -11.81 vs. PHLQX (-15.40). SHSAX return over 5 years is better than : -8.30 vs. PHLQX (-24.31).
| 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 | -4.413 | -0.817 | 540% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 6.46B | 21% |
| Annual Yield % from dividends | 0.93 | 0.22 | 415% |
| Returns for 1 year | -15.40 | -11.81 | 130% |
| Returns for 3 years | 6.03 | -7.36 | -82% |
| Returns for 5 years | -24.31 | -8.30 | 293% |
| Returns for 10 years | N/A | 10.50 | - |
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