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PHSTX vs SHSAX
PHSTX vs SHSAX Comparison Chart in %
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PHSTX vs. SHSAX commentary
Jul 17, 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 Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.28B vs. PHSTX (1.42B). PHSTX pays higher dividends than SHSAX: PHSTX (0.36) vs SHSAX (0.22). PHSTX was incepted earlier than SHSAX: PHSTX (43 years) vs SHSAX (26 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 : -16.15 vs. SHSAX (-17.37). PHSTX return over 5 years is better than : -7.83 vs. SHSAX (-13.41).
| 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 | 26 years | - |
| Gain YTD | -2.493 | -2.530 | 99% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 6.28B | 23% |
| Annual Yield % from dividends | 0.36 | 0.22 | 162% |
| Returns for 1 year | -16.15 | -17.37 | 93% |
| Returns for 3 years | -5.45 | -2.80 | 195% |
| Returns for 5 years | -7.83 | -13.41 | 58% |
| Returns for 10 years | -29.09 | 4.32 | -674% |
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