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PHLQX vs SHSAX
PHLQX vs SHSAX Comparison Chart in %
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PHLQX vs. SHSAX commentary
Feb 05, 2026
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 (1.46B). PHLQX pays higher dividends than SHSAX: PHLQX (0.31) vs SHSAX (0.27). 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 : 2.61 vs. SHSAX (-2.82). SHSAX return over 5 years is better than : -12.28 vs. PHLQX (-21.74).
| 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 | -1.054 | 0.170 | -620% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 6.46B | 23% |
| Annual Yield % from dividends | 0.31 | 0.27 | 117% |
| Returns for 1 year | 2.61 | -2.82 | -93% |
| Returns for 3 years | 13.56 | 0.70 | 1,941% |
| Returns for 5 years | -21.74 | -12.28 | 177% |
| Returns for 10 years | 28.11 | 57.69 | 49% |
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