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PHSTX vs SHSAX
PHSTX vs SHSAX Comparison Chart in %
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PHSTX vs. SHSAX commentary
Dec 04, 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: 6.68B vs. PHSTX (1.58B). PHSTX pays higher dividends than SHSAX: PHSTX (0.31) vs SHSAX (0.20). PHSTX was incepted earlier than SHSAX: PHSTX (44 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 : 2.08 vs. SHSAX (-2.12). PHSTX return over 5 years is better than : 3.33 vs. SHSAX (-7.14).
| PHSTX | SHSAX | PHSTX / SHSAX | |
| Total Expense Ratio | 1.05 | 1.09 | 96% |
| Annual Report Gross Expense Ratio | 1.05 | 1.09 | 96% |
| Fund Existence | 44 years | 26 years | - |
| Gain YTD | 15.031 | 9.257 | 162% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 6.68B | 24% |
| Annual Yield % from dividends | 0.31 | 0.20 | 156% |
| Returns for 1 year | 2.08 | -2.12 | -98% |
| Returns for 3 years | 4.31 | 1.90 | 227% |
| Returns for 5 years | 3.33 | -7.14 | -47% |
| Returns for 10 years | -6.96 | 29.37 | -24% |
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