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PHSZX vs SHSAX
PHSZX vs SHSAX Comparison Chart in %
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PHSZX vs. SHSAX commentary
Aug 18, 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: 6.23B vs. PHSZX (1.33B). PHSZX pays higher dividends than SHSAX: PHSZX (0.85) vs SHSAX (0.24). 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 : -17.07 vs. PHSZX (-19.39). SHSAX return over 5 years is better than : -15.88 vs. PHSZX (-24.95).
| 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 | -2.780 | -5.381 | 52% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 6.23B | 21% |
| Annual Yield % from dividends | 0.85 | 0.24 | 362% |
| Returns for 1 year | -19.39 | -17.07 | 114% |
| Returns for 3 years | 1.87 | -8.02 | -23% |
| Returns for 5 years | -24.95 | -15.88 | 157% |
| Returns for 10 years | -30.43 | 4.16 | -732% |
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