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SCHLX vs SHSAX
SCHLX vs SHSAX Comparison Chart
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SCHLX vs. SHSAX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.52B vs. SCHLX (249M). SCHLX pays higher dividends than SHSAX: SCHLX (0.56) vs SHSAX (0.23). SCHLX was incepted earlier than SHSAX: SCHLX (27 years) vs SHSAX (26 years). SHSAX (1.09) and SCHLX (1.06) have similar cost to investors . SHSAX is a more actively managed with annual turnover of: 27.00 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 : -6.39 vs. SHSAX (-13.42). SCHLX return over 5 years is better than : 5.70 vs. SHSAX (-3.42).
| SCHLX | SHSAX | SCHLX / SHSAX | |
| Total Expense Ratio | 1.06 | 1.09 | 97% |
| Annual Report Gross Expense Ratio | 1.06 | 1.09 | 97% |
| Fund Existence | 27 years | 26 years | - |
| Gain YTD | -0.838 | -1.217 | 69% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 6.52B | 4% |
| Annual Yield % from dividends | 0.56 | 0.23 | 245% |
| Returns for 1 year | -6.39 | -13.42 | 48% |
| Returns for 3 years | 14.22 | -0.08 | -16,835% |
| Returns for 5 years | 5.70 | -3.42 | -167% |
| Returns for 10 years | -13.03 | 11.70 | -111% |
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