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PHSRX vs SHSAX
PHSRX vs SHSAX Comparison Chart in %
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PHSRX vs. SHSAX commentary
Jan 16, 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 PHSRX is a Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.62B vs. PHSRX (1.57B). SHSAX pays higher dividends than PHSRX: SHSAX (0.27) vs PHSRX (0.18). 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 : 11.30 vs. SHSAX (2.65). PHSRX return over 5 years is better than : 0.29 vs. SHSAX (-12.32).
| 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 | 0.736 | 1.174 | 63% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 6.62B | 24% |
| Annual Yield % from dividends | 0.18 | 0.27 | 68% |
| Returns for 1 year | 11.30 | 2.65 | 426% |
| Returns for 3 years | 12.60 | 0.06 | 21,648% |
| Returns for 5 years | 0.29 | -12.32 | -2% |
| Returns for 10 years | 5.94 | 50.96 | 12% |
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