Interact to see
Advertisement
Advertisement
PHSTX vs SHSAX
PHSTX vs SHSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PHSTX vs. SHSAX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.26B vs. PHSTX (1.5B). PHSTX pays higher dividends than SHSAX: PHSTX (0.35) 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 . 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 : -8.86 vs. SHSAX (-11.98). PHSTX return over 5 years is better than : -0.56 vs. SHSAX (-13.77).
| 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 | 7.318 | 0.545 | 1,344% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 6.26B | 24% |
| Annual Yield % from dividends | 0.35 | 0.22 | 156% |
| Returns for 1 year | -8.86 | -11.98 | 74% |
| Returns for 3 years | 8.42 | 3.42 | 246% |
| Returns for 5 years | -0.56 | -13.77 | 4% |
| Returns for 10 years | -8.76 | 24.61 | -36% |