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PHSTX vs SHSAX
PHSTX vs SHSAX Comparison Chart
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PHSTX vs. SHSAX commentary
Jun 15, 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 Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.52B vs. PHSTX (1.48B). PHSTX pays higher dividends than SHSAX: PHSTX (0.37) 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 . 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 : -11.42 vs. SHSAX (-13.42). PHSTX return over 5 years is better than : 2.12 vs. SHSAX (-3.42).
| 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 | 0.179 | -1.217 | -15% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 6.52B | 23% |
| Annual Yield % from dividends | 0.37 | 0.23 | 162% |
| Returns for 1 year | -11.42 | -13.42 | 85% |
| Returns for 3 years | 4.62 | -0.08 | -5,469% |
| Returns for 5 years | 2.12 | -3.42 | -62% |
| Returns for 10 years | -23.13 | 11.70 | -198% |
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