Interact to see
Advertisement
Advertisement
PHSYX vs SHSAX
PHSYX vs SHSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PHSYX vs. SHSAX commentary
Jul 04, 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 StrongBuy and SHSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.46B vs. PHSYX (1.45B). PHSYX pays higher dividends than SHSAX: PHSYX (0.57) vs SHSAX (0.22). PHSYX was incepted earlier than SHSAX: PHSYX (25 years) vs SHSAX (26 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 : -10.32 vs. SHSAX (-11.96). PHSYX return over 5 years is better than : 1.12 vs. SHSAX (-8.45).
| 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 | 26 years | - |
| Gain YTD | -0.735 | -0.977 | 75% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 6.46B | 23% |
| Annual Yield % from dividends | 0.57 | 0.22 | 257% |
| Returns for 1 year | -10.32 | -11.96 | 86% |
| Returns for 3 years | -0.89 | -7.51 | 12% |
| Returns for 5 years | 1.12 | -8.45 | -13% |
| Returns for 10 years | -17.95 | 10.32 | -174% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement