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PSHAX vs PTSRX
PSHAX vs PTSRX Comparison
Open Charts PSHAX vs PTSRX
PSHAX vs PTSRX Comparison Chart in %
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PSHAX vs. PTSRX commentary
Oct 08, 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 PSHAX is a Hold and PTSRX is a Hold.
FUNDAMENTALS
Fundamentals
PSHAX (9.48B) and PTSRX (9.48B) have equal amount of cash in the bank . PSHAX pays higher dividends than PTSRX: PSHAX (4.62) vs PTSRX (4.37). PSHAX was incepted earlier than PTSRX: PSHAX (29 years) vs PTSRX (23 years). PTSRX (0.99) is less costly to investors than PSHAX (0.74). PSHAX (108.00) and PTSRX (108.00) have comparable annual turnover. PTSRX has a lower initial minimum investment than PSHAX: PTSRX (0) vs PSHAX (1000). PSHAX annual gain was more profitable for investors over the last year : 4.95 vs. PTSRX (4.69). PSHAX return over 5 years is better than : 15.82 vs. PTSRX (14.38).
| PSHAX | PTSRX | PSHAX / PTSRX | |
| Total Expense Ratio | 0.74 | 0.99 | 75% |
| Annual Report Gross Expense Ratio | 0.74 | 0.99 | 75% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 3.382 | 3.189 | 106% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.48B | 9.48B | 100% |
| Annual Yield % from dividends | 4.62 | 4.37 | 106% |
| Returns for 1 year | 4.95 | 4.69 | 106% |
| Returns for 3 years | 17.24 | 16.36 | 105% |
| Returns for 5 years | 15.82 | 14.38 | 110% |
| Returns for 10 years | 28.96 | 25.77 | 112% |
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