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PHSZX vs SHSAX
PHSZX vs SHSAX Comparison
Open Charts PHSZX vs SHSAX
PHSZX vs SHSAX Comparison Chart in %
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PHSZX 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 PHSZX is a Hold and SHSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.09B vs. PHSZX (1.46B). SHSAX pays higher dividends than PHSZX: SHSAX (0.27) vs PHSZX (0.23). PHSZX was incepted earlier than SHSAX: PHSZX (27 years) vs SHSAX (27 years). SHSAX (1.09) is less costly to investors than PHSZX (0.88). PHSZX is a more actively managed with annual turnover of: 81.00 vs. SHSAX (43.00). PHSZX has a lower initial minimum investment than SHSAX: PHSZX (0) vs SHSAX (1000). PHSZX annual gain was more profitable for investors over the last year : 23.33 vs. SHSAX (8.10). PHSZX (-19.81) and SHSAX (-20.78) have equivalent 5 years return.
| PHSZX | SHSAX | PHSZX / SHSAX | |
| Total Expense Ratio | 0.88 | 1.09 | 81% |
| Annual Report Gross Expense Ratio | 0.88 | 1.09 | 81% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 7.269 | -5.283 | -138% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 6.09B | 24% |
| Annual Yield % from dividends | 0.23 | 0.27 | 84% |
| Returns for 1 year | 23.33 | 8.10 | 288% |
| Returns for 3 years | 16.90 | -4.99 | -339% |
| Returns for 5 years | -19.81 | -20.78 | 95% |
| Returns for 10 years | 19.90 | 25.96 | 77% |
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