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PHSRX vs SHSAX
PHSRX vs SHSAX Comparison Chart in %
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PHSRX vs. SHSAX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.31B vs. PHSRX (1.45B). PHSRX pays higher dividends than SHSAX: PHSRX (0.31) 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). 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). PHSRX annual gain was more profitable for investors over the last year : -14.83 vs. SHSAX (-16.26). PHSRX return over 5 years is better than : -9.02 vs. SHSAX (-15.72).
| 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 | -0.546 | -6.182 | 9% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 6.31B | 23% |
| Annual Yield % from dividends | 0.31 | 0.22 | 139% |
| Returns for 1 year | -14.83 | -16.26 | 91% |
| Returns for 3 years | -7.29 | -6.90 | 106% |
| Returns for 5 years | -9.02 | -15.72 | 57% |
| Returns for 10 years | -32.82 | 1.74 | -1,889% |
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