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PHSZX vs SHSAX
PHSZX vs SHSAX Comparison Chart
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PHSZX 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 PHSZX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.52B vs. PHSZX (1.4B). PHSZX pays higher dividends than SHSAX: PHSZX (0.87) vs SHSAX (0.23). 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 : -13.42 vs. PHSZX (-16.51). SHSAX return over 5 years is better than : -3.42 vs. PHSZX (-18.40).
| 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 | -3.952 | -1.217 | 325% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 6.52B | 21% |
| Annual Yield % from dividends | 0.87 | 0.23 | 384% |
| Returns for 1 year | -16.51 | -13.42 | 123% |
| Returns for 3 years | 16.53 | -0.08 | -19,568% |
| Returns for 5 years | -18.40 | -3.42 | 538% |
| Returns for 10 years | -30.36 | 11.70 | -259% |
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