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PHSRX vs SHSAX
PHSRX vs SHSAX Comparison Chart in %
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PHSRX vs. SHSAX commentary
Jul 07, 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 PHSRX is a StrongBuy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.46B vs. PHSRX (1.45B). PHSRX pays higher dividends than SHSAX: PHSRX (0.31) vs SHSAX (0.22). PHSRX was incepted earlier than SHSAX: PHSRX (22 years) vs SHSAX (26 years). PHSRX (1.30) is less costly to investors than SHSAX (1.09). PHSRX is a more actively managed with annual turnover of: 36.00 vs. SHSAX (27.00). PHSRX has a lower initial minimum investment than SHSAX: PHSRX (0) vs SHSAX (1000). SHSAX (-11.81) and PHSRX (-11.92) have marching annual gain over last year. SHSAX (-8.30) and PHSRX (-8.46) have equivalent 5 years return.
| PHSRX | SHSAX | PHSRX / SHSAX | |
| Total Expense Ratio | 1.30 | 1.09 | 119% |
| Annual Report Gross Expense Ratio | 1.30 | 1.09 | 119% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -1.274 | -0.817 | 156% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 6.46B | 22% |
| Annual Yield % from dividends | 0.31 | 0.22 | 139% |
| Returns for 1 year | -11.92 | -11.81 | 101% |
| Returns for 3 years | -6.20 | -7.36 | 84% |
| Returns for 5 years | -8.46 | -8.30 | 102% |
| Returns for 10 years | -31.21 | 10.50 | -297% |
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