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PHSTX vs SHSAX
PHSTX vs SHSAX Comparison Chart in %
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PHSTX vs. SHSAX commentary
Sep 29, 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 Hold and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.02B vs. PHSTX (1.43B). PHSTX pays higher dividends than SHSAX: PHSTX (0.35) vs SHSAX (0.23). 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 . SHSAX is a more actively managed with annual turnover of: 43.00 vs. PHSTX (36.00). 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 : -14.86 vs. SHSAX (-16.99). PHSTX return over 5 years is better than : -3.41 vs. SHSAX (-14.19).
| 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 | 1.112 | -5.077 | -22% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 6.02B | 24% |
| Annual Yield % from dividends | 0.35 | 0.23 | 156% |
| Returns for 1 year | -14.86 | -16.99 | 87% |
| Returns for 3 years | 8.01 | 2.23 | 358% |
| Returns for 5 years | -3.41 | -14.19 | 24% |
| Returns for 10 years | -9.62 | 23.46 | -41% |
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