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PHSZX vs VGHAX
PHSZX vs VGHAX Comparison Chart
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PHSZX vs. VGHAX commentary
May 23, 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 PHSZX is a Buy and VGHAX is a Hold.
FUNDAMENTALS
Fundamentals
VGHAX has more cash in the bank: 38.2B vs. PHSZX (1.34B). VGHAX pays higher dividends than PHSZX: VGHAX (0.92) vs PHSZX (0.83). PHSZX was incepted earlier than VGHAX: PHSZX (26 years) vs VGHAX (24 years). PHSZX (0.86) is less costly to investors than VGHAX (0.30). PHSZX is a more actively managed with annual turnover of: 79.00 vs. VGHAX (29.00). PHSZX has a lower initial minimum investment than VGHAX: PHSZX (0) vs VGHAX (50000). PHSZX (-20.64) and VGHAX (-21.59) have marching annual gain over last year. VGHAX return over 5 years is better than : -16.79 vs. PHSZX (-25.37).
| PHSZX | VGHAX | PHSZX / VGHAX | |
| Total Expense Ratio | 0.86 | 0.30 | 287% |
| Annual Report Gross Expense Ratio | 0.86 | 0.30 | 287% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | -9.513 | -7.270 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 38.2B | 4% |
| Annual Yield % from dividends | 0.83 | 0.92 | 91% |
| Returns for 1 year | -20.64 | -21.59 | 96% |
| Returns for 3 years | 2.29 | -15.54 | -15% |
| Returns for 5 years | -25.37 | -16.79 | 151% |
| Returns for 10 years | -33.33 | -27.25 | 122% |
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