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PHSTX vs SHSAX
PHSTX vs SHSAX Comparison Chart in %
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PHSTX vs. SHSAX commentary
Jul 07, 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 PHSTX is a StrongBuy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.46B vs. PHSTX (1.45B). PHSTX pays higher dividends than SHSAX: PHSTX (0.36) vs SHSAX (0.22). PHSTX was incepted earlier than SHSAX: PHSTX (43 years) vs SHSAX (26 years). SHSAX (1.09) and PHSTX (1.05) have similar cost to investors . PHSTX is a more actively managed with annual turnover of: 36.00 vs. SHSAX (27.00). PHSTX initial investment is less costly to investors than SHSAX (5%) vs SHSAX (5%). PHSTX has a lower initial minimum investment than SHSAX: PHSTX (0) vs SHSAX (1000). PHSTX annual gain was more profitable for investors over the last year : -11.21 vs. SHSAX (-11.81). PHSTX return over 5 years is better than : -3.76 vs. SHSAX (-8.30).
| PHSTX | SHSAX | PHSTX / SHSAX | |
| Total Expense Ratio | 1.05 | 1.09 | 96% |
| Annual Report Gross Expense Ratio | 1.05 | 1.09 | 96% |
| Fund Existence | 43 years | 26 years | - |
| Gain YTD | -1.130 | -0.817 | 138% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 6.46B | 22% |
| Annual Yield % from dividends | 0.36 | 0.22 | 162% |
| Returns for 1 year | -11.21 | -11.81 | 95% |
| Returns for 3 years | -3.60 | -7.36 | 49% |
| Returns for 5 years | -3.76 | -8.30 | 45% |
| Returns for 10 years | -24.76 | 10.50 | -236% |
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