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SCHLX vs SHSAX
SCHLX vs SHSAX Comparison Chart in %
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SCHLX vs. SHSAX commentary
Sep 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 SCHLX is a Hold and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 5.97B vs. SCHLX (234M). SCHLX pays higher dividends than SHSAX: SCHLX (0.54) vs SHSAX (0.23). SCHLX was incepted earlier than SHSAX: SCHLX (28 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: 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 : -10.96 vs. SHSAX (-16.99). SCHLX return over 5 years is better than : -1.88 vs. SHSAX (-14.19).
| SCHLX | SHSAX | SCHLX / SHSAX | |
| Total Expense Ratio | 1.06 | 1.09 | 97% |
| Annual Report Gross Expense Ratio | 1.06 | 1.09 | 97% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | -1.183 | -5.077 | 23% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234M | 5.97B | 4% |
| Annual Yield % from dividends | 0.54 | 0.23 | 238% |
| Returns for 1 year | -10.96 | -16.99 | 64% |
| Returns for 3 years | 12.40 | 2.23 | 555% |
| Returns for 5 years | -1.88 | -14.19 | 13% |
| Returns for 10 years | 1.47 | 23.46 | 6% |
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