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PHSYX vs SHSAX
PHSYX vs SHSAX Comparison Chart
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PHSYX vs. SHSAX commentary
May 09, 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 PHSYX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.67B vs. PHSYX (1.49B). PHSYX pays higher dividends than SHSAX: PHSYX (0.55) vs SHSAX (0.22). PHSYX was incepted earlier than SHSAX: PHSYX (25 years) vs SHSAX (25 years). SHSAX (1.09) is less costly to investors than PHSYX (0.80). PHSYX is a more actively managed with annual turnover of: 36.00 vs. SHSAX (27.00). PHSYX has a lower initial minimum investment than SHSAX: PHSYX (0) vs SHSAX (1000). PHSYX annual gain was more profitable for investors over the last year : -9.07 vs. SHSAX (-11.14). PHSYX return over 5 years is better than : 5.37 vs. SHSAX (-5.11).
| PHSYX | SHSAX | PHSYX / SHSAX | |
| Total Expense Ratio | 0.80 | 1.09 | 73% |
| Annual Report Gross Expense Ratio | 0.80 | 1.09 | 73% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | -0.831 | -1.906 | 44% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 6.67B | 22% |
| Annual Yield % from dividends | 0.55 | 0.22 | 252% |
| Returns for 1 year | -9.07 | -11.14 | 81% |
| Returns for 3 years | 1.10 | -4.66 | -24% |
| Returns for 5 years | 5.37 | -5.11 | -105% |
| Returns for 10 years | -15.09 | 13.92 | -108% |