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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.17B vs. PHSZX (1.47B). SHSAX pays higher dividends than PHSZX: SHSAX (0.26) vs PHSZX (0.22). 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 : 16.69 vs. SHSAX (4.10). SHSAX return over 5 years is better than : -17.90 vs. PHSZX (-19.57).
| 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 | 9.060 | -2.642 | -343% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 6.17B | 24% |
| Annual Yield % from dividends | 0.22 | 0.26 | 85% |
| Returns for 1 year | 16.69 | 4.10 | 407% |
| Returns for 3 years | 16.83 | -2.23 | -754% |
| Returns for 5 years | -19.57 | -17.90 | 109% |
| Returns for 10 years | 25.70 | 34.80 | 74% |
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