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PHSRX vs SHSAX
PHSRX vs SHSAX Comparison Chart
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PHSRX vs. SHSAX commentary
Apr 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 PHSRX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 7.08B vs. PHSRX (1.58B). PHSRX pays higher dividends than SHSAX: PHSRX (0.29) vs SHSAX (0.21). PHSRX was incepted earlier than SHSAX: PHSRX (22 years) vs SHSAX (25 years). PHSRX (1.30) is less costly to investors than SHSAX (1.09). PHSRX is a more actively managed with annual turnover of: 36.00 vs. SHSAX (27.00). PHSRX has a lower initial minimum investment than SHSAX: PHSRX (0) vs SHSAX (1000). PHSRX annual gain was more profitable for investors over the last year : -6.06 vs. SHSAX (-7.49). SHSAX return over 5 years is better than : 16.14 vs. PHSRX (13.79).
| PHSRX | SHSAX | PHSRX / SHSAX | |
| Total Expense Ratio | 1.30 | 1.09 | 119% |
| Annual Report Gross Expense Ratio | 1.30 | 1.09 | 119% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 3.801 | 2.627 | 145% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 7.08B | 22% |
| Annual Yield % from dividends | 0.29 | 0.21 | 136% |
| Returns for 1 year | -6.06 | -7.49 | 81% |
| Returns for 3 years | -8.92 | -9.44 | 94% |
| Returns for 5 years | 13.79 | 16.14 | 85% |
| Returns for 10 years | -24.30 | 21.61 | -112% |