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SCHLX vs SHSAX
SCHLX vs SHSAX Comparison Chart in %
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SCHLX 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 SCHLX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.46B vs. SCHLX (272M). SCHLX pays higher dividends than SHSAX: SCHLX (0.37) vs SHSAX (0.27). 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 : -0.98 vs. SHSAX (-2.82). SCHLX return over 5 years is better than : 4.94 vs. SHSAX (-12.28).
| 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 | -1.105 | 0.170 | -650% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 6.46B | 4% |
| Annual Yield % from dividends | 0.37 | 0.27 | 139% |
| Returns for 1 year | -0.98 | -2.82 | 35% |
| Returns for 3 years | 11.03 | 0.70 | 1,579% |
| Returns for 5 years | 4.94 | -12.28 | -40% |
| Returns for 10 years | 33.76 | 57.69 | 59% |
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