PHSTX
Price
$69.00
Change
+$0.82 (+1.20%)
Updated
Aug 21 closing price
Net Assets
1.59B
SHSAX
Price
$66.64
Change
+$0.86 (+1.31%)
Updated
Aug 21 closing price
Net Assets
6.56B
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PHSTX vs SHSAX

PHSTX vs SHSAX Comparison Chart in %
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PHSTX vs. SHSAX commentary
Aug 23, 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 Hold.

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FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.56B vs. PHSTX (1.59B). 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 : 22.10 vs. SHSAX (12.38). PHSTX return over 5 years is better than : 2.33 vs. SHSAX (-14.59).
PHSTXSHSAXPHSTX / SHSAX
Total Expense Ratio1.041.0995%
Annual Report Gross Expense Ratio1.041.0995%
Fund Existence44 years27 years-
Gain YTD9.3682.951317%
Front Load6%5%110%
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.59B6.56B24%
Annual Yield % from dividends0.220.2780%
Returns for 1 year22.1012.38179%
Returns for 3 years21.844.07537%
Returns for 5 years2.33-14.59-16%
Returns for 10 years17.0337.3346%
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