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PHSRX vs SHSAX
PHSRX vs SHSAX Comparison Chart in %
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PHSRX vs. SHSAX commentary
Jan 15, 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: 6.57B 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 : 13.68 vs. SHSAX (4.27). PHSRX return over 5 years is better than : 1.54 vs. SHSAX (-11.69).
| 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 | 1.992 | 1.900 | 105% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 6.57B | 24% |
| Annual Yield % from dividends | 0.18 | 0.27 | 68% |
| Returns for 1 year | 13.68 | 4.27 | 320% |
| Returns for 3 years | 14.01 | 0.78 | 1,804% |
| Returns for 5 years | 1.54 | -11.69 | -13% |
| Returns for 10 years | 7.26 | 52.04 | 14% |
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