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PHSRX vs SHSAX
PHSRX vs SHSAX Comparison Chart
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PHSRX vs. SHSAX commentary
Jun 16, 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: 6.52B vs. PHSRX (1.48B). PHSRX pays higher dividends than SHSAX: PHSRX (0.32) vs SHSAX (0.23). PHSRX was incepted earlier than SHSAX: PHSRX (22 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 : -12.12 vs. SHSAX (-13.42). PHSRX return over 5 years is better than : -2.85 vs. SHSAX (-3.42).
| PHSRX | SHSAX | PHSRX / SHSAX | |
| Total Expense Ratio | 1.30 | 1.09 | 119% |
| Annual Report Gross Expense Ratio | 1.30 | 1.09 | 119% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 0.061 | -1.217 | -5% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 6.52B | 23% |
| Annual Yield % from dividends | 0.32 | 0.23 | 139% |
| Returns for 1 year | -12.12 | -13.42 | 90% |
| Returns for 3 years | 1.81 | -0.08 | -2,141% |
| Returns for 5 years | -2.85 | -3.42 | 83% |
| Returns for 10 years | -29.71 | 11.70 | -254% |
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