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PHSTX vs SHSAX
PHSTX vs SHSAX Comparison
Open Charts PHSTX vs SHSAX
PHSTX vs SHSAX Comparison Chart in %
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PHSTX vs. SHSAX commentary
Aug 03, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.09B vs. PHSTX (1.51B). SHSAX pays higher dividends than PHSTX: SHSAX (0.27) vs PHSTX (0.22). PHSTX was incepted earlier than SHSAX: PHSTX (44 years) vs SHSAX (27 years). SHSAX (1.09) and PHSTX (1.04) have similar cost to investors . PHSTX is a more actively managed with annual turnover of: 67.00 vs. SHSAX (43.00). 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 : 23.06 vs. SHSAX (8.10). PHSTX return over 5 years is better than : 0.78 vs. SHSAX (-20.78).
| PHSTX | SHSAX | PHSTX / SHSAX | |
| Total Expense Ratio | 1.04 | 1.09 | 95% |
| Annual Report Gross Expense Ratio | 1.04 | 1.09 | 95% |
| Fund Existence | 44 years | 27 years | - |
| Gain YTD | 3.550 | -5.283 | -67% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 6.09B | 25% |
| Annual Yield % from dividends | 0.22 | 0.27 | 80% |
| Returns for 1 year | 23.06 | 8.10 | 285% |
| Returns for 3 years | 15.46 | -4.99 | -310% |
| Returns for 5 years | 0.78 | -20.78 | -4% |
| Returns for 10 years | 10.53 | 25.96 | 41% |
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