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PHSTX vs SHSAX
PHSTX vs SHSAX Comparison Chart
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PHSTX vs. SHSAX commentary
May 01, 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 PHSTX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.86B vs. PHSTX (1.54B). PHSTX pays higher dividends than SHSAX: PHSTX (0.34) vs SHSAX (0.21). PHSTX was incepted earlier than SHSAX: PHSTX (43 years) vs SHSAX (25 years). SHSAX (1.09) and PHSTX (1.05) have similar cost to investors . PHSTX is a more actively managed with annual turnover of: 36.00 vs. SHSAX (27.00). PHSTX initial investment is less costly to investors than SHSAX (5%) vs SHSAX (5%). PHSTX has a lower initial minimum investment than SHSAX: PHSTX (0) vs SHSAX (1000). PHSTX annual gain was more profitable for investors over the last year : -6.16 vs. SHSAX (-7.53). PHSTX return over 5 years is better than : 6.37 vs. SHSAX (0.28).
| PHSTX | SHSAX | PHSTX / SHSAX | |
| Total Expense Ratio | 1.05 | 1.09 | 96% |
| Annual Report Gross Expense Ratio | 1.05 | 1.09 | 96% |
| Fund Existence | 43 years | 25 years | - |
| Gain YTD | 2.206 | 0.480 | 459% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 6.86B | 22% |
| Annual Yield % from dividends | 0.34 | 0.21 | 160% |
| Returns for 1 year | -6.16 | -7.53 | 82% |
| Returns for 3 years | -2.93 | -6.26 | 47% |
| Returns for 5 years | 6.37 | 0.28 | 2,280% |
| Returns for 10 years | -18.49 | 18.87 | -98% |
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