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PHSRX vs SHSAX
PHSRX vs SHSAX Comparison Chart in %
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PHSRX vs. SHSAX commentary
Oct 19, 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 Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.26B vs. PHSRX (1.49B). PHSRX pays higher dividends than SHSAX: PHSRX (0.30) vs SHSAX (0.22). 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 : -9.58 vs. SHSAX (-11.98). PHSRX return over 5 years is better than : -5.41 vs. SHSAX (-13.77).
| 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 | 7.097 | 0.545 | 1,303% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 6.26B | 24% |
| Annual Yield % from dividends | 0.30 | 0.22 | 133% |
| Returns for 1 year | -9.58 | -11.98 | 80% |
| Returns for 3 years | 5.51 | 3.42 | 161% |
| Returns for 5 years | -5.41 | -13.77 | 39% |
| Returns for 10 years | -16.57 | 24.61 | -67% |
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