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PHSTX vs SHSAX
PHSTX vs SHSAX Comparison Chart in %
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PHSTX vs. SHSAX commentary
Aug 30, 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: 6.18B vs. PHSTX (1.44B). PHSTX pays higher dividends than SHSAX: PHSTX (0.37) vs SHSAX (0.24). 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 . SHSAX is a more actively managed with annual turnover of: 43.00 vs. PHSTX (36.00). 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 : -16.71 vs. SHSAX (-17.85). PHSTX return over 5 years is better than : -4.34 vs. SHSAX (-16.08).
| 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 | 1.794 | -4.644 | -39% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 6.18B | 23% |
| Annual Yield % from dividends | 0.37 | 0.24 | 159% |
| Returns for 1 year | -16.71 | -17.85 | 94% |
| Returns for 3 years | 1.49 | -2.06 | -72% |
| Returns for 5 years | -4.34 | -16.08 | 27% |
| Returns for 10 years | -18.32 | 11.82 | -155% |
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