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PHSTX vs SHSAX
PHSTX vs SHSAX Comparison Chart in %
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PHSTX vs. SHSAX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.61B vs. PHSTX (1.56B). 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 : 12.57 vs. SHSAX (3.14). PHSTX return over 5 years is better than : 10.01 vs. SHSAX (-9.60).
| 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 | 14.027 | 4.789 | 293% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 6.61B | 24% |
| Annual Yield % from dividends | 0.31 | 0.20 | 156% |
| Returns for 1 year | 12.57 | 3.14 | 401% |
| Returns for 3 years | 14.29 | 0.04 | 31,983% |
| Returns for 5 years | 10.01 | -9.60 | -104% |
| Returns for 10 years | 3.02 | 35.83 | 8% |
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