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PHSZX vs SHSAX
PHSZX vs SHSAX Comparison Chart in %
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PHSZX vs. SHSAX commentary
Jul 27, 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 PHSZX is a StrongBuy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.31B vs. PHSZX (1.36B). PHSZX pays higher dividends than SHSAX: PHSZX (0.85) vs SHSAX (0.22). PHSZX was incepted earlier than SHSAX: PHSZX (26 years) vs SHSAX (26 years). SHSAX (1.09) is less costly to investors than PHSZX (0.86). PHSZX is a more actively managed with annual turnover of: 79.00 vs. SHSAX (27.00). PHSZX has a lower initial minimum investment than SHSAX: PHSZX (0) vs SHSAX (1000). SHSAX annual gain was more profitable for investors over the last year : -16.26 vs. PHSZX (-17.62). SHSAX return over 5 years is better than : -15.72 vs. PHSZX (-23.50).
| PHSZX | SHSAX | PHSZX / SHSAX | |
| Total Expense Ratio | 0.86 | 1.09 | 79% |
| Annual Report Gross Expense Ratio | 0.86 | 1.09 | 79% |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | -2.436 | -6.182 | 39% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 6.31B | 22% |
| Annual Yield % from dividends | 0.85 | 0.22 | 379% |
| Returns for 1 year | -17.62 | -16.26 | 108% |
| Returns for 3 years | 5.45 | -6.90 | -79% |
| Returns for 5 years | -23.50 | -15.72 | 149% |
| Returns for 10 years | -32.84 | 1.74 | -1,890% |
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