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SCHLX vs SHSAX
SCHLX vs SHSAX Comparison Chart in %
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SCHLX vs. SHSAX commentary
Oct 19, 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 SCHLX is a Buy and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.26B vs. SCHLX (247M). SCHLX pays higher dividends than SHSAX: SCHLX (0.53) vs SHSAX (0.22). SCHLX was incepted earlier than SHSAX: SCHLX (28 years) vs SHSAX (26 years). SHSAX (1.09) and SCHLX (1.05) have similar cost to investors . SHSAX is a more actively managed with annual turnover of: 43.00 vs. SCHLX (1.00). SHSAX has a lower initial minimum investment than SCHLX: SHSAX (1000) vs SCHLX (2500). SCHLX annual gain was more profitable for investors over the last year : -5.64 vs. SHSAX (-11.98). SCHLX return over 5 years is better than : -1.01 vs. SHSAX (-13.77).
| SCHLX | SHSAX | SCHLX / SHSAX | |
| Total Expense Ratio | 1.05 | 1.09 | 96% |
| Annual Report Gross Expense Ratio | 1.05 | 1.09 | 96% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | 4.533 | 0.545 | 832% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 6.26B | 4% |
| Annual Yield % from dividends | 0.53 | 0.22 | 239% |
| Returns for 1 year | -5.64 | -11.98 | 47% |
| Returns for 3 years | 14.12 | 3.42 | 413% |
| Returns for 5 years | -1.01 | -13.77 | 7% |
| Returns for 10 years | 2.05 | 24.61 | 8% |
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