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PHSRX vs SHSAX
PHSRX vs SHSAX Comparison Chart in %
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PHSRX vs. SHSAX commentary
Sep 08, 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 Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.25B vs. PHSRX (1.47B). PHSRX pays higher dividends than SHSAX: PHSRX (0.30) vs SHSAX (0.23). PHSRX was incepted earlier than SHSAX: PHSRX (23 years) vs SHSAX (26 years). PHSRX (1.30) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 43.00 vs. PHSRX (36.00). PHSRX has a lower initial minimum investment than SHSAX: PHSRX (0) vs SHSAX (1000). PHSRX annual gain was more profitable for investors over the last year : -15.08 vs. SHSAX (-16.25). PHSRX return over 5 years is better than : -6.12 vs. SHSAX (-13.34).
| PHSRX | SHSAX | PHSRX / SHSAX | |
| Total Expense Ratio | 1.30 | 1.09 | 119% |
| Annual Report Gross Expense Ratio | 1.30 | 1.09 | 119% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 2.790 | -3.555 | -78% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 6.25B | 23% |
| Annual Yield % from dividends | 0.30 | 0.23 | 133% |
| Returns for 1 year | -15.08 | -16.25 | 93% |
| Returns for 3 years | 2.13 | 0.40 | 535% |
| Returns for 5 years | -6.12 | -13.34 | 46% |
| Returns for 10 years | -24.99 | 12.07 | -207% |
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