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PHSRX vs SHSAX
PHSRX vs SHSAX Comparison Chart in %
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PHSRX vs. SHSAX commentary
Aug 16, 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: 6.14B vs. PHSRX (1.41B). PHSRX pays higher dividends than SHSAX: PHSRX (0.32) vs SHSAX (0.24). PHSRX was incepted earlier than SHSAX: PHSRX (23 years) vs SHSAX (26 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). SHSAX (-18.01) and PHSRX (-18.24) have marching annual gain over last year. PHSRX return over 5 years is better than : -11.82 vs. SHSAX (-17.35).
| PHSRX | SHSAX | PHSRX / SHSAX | |
| Total Expense Ratio | 1.30 | 1.09 | 119% |
| Annual Report Gross Expense Ratio | 1.30 | 1.09 | 119% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | -1.719 | -7.031 | 24% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 6.14B | 23% |
| Annual Yield % from dividends | 0.32 | 0.24 | 136% |
| Returns for 1 year | -18.24 | -18.01 | 101% |
| Returns for 3 years | -9.69 | -9.91 | 98% |
| Returns for 5 years | -11.82 | -17.35 | 68% |
| Returns for 10 years | -32.65 | 1.98 | -1,653% |
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