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PSHAX vs PTSRX
PSHAX vs PTSRX Comparison
Open Charts PSHAX vs PTSRX
PSHAX vs PTSRX Comparison Chart
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PSHAX vs. PTSRX commentary
Apr 25, 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 (9.77B) and PTSRX (9.77B) have equal amount of cash in the bank . PSHAX pays higher dividends than PTSRX: PSHAX (4.84) vs PTSRX (4.59). PSHAX was incepted earlier than PTSRX: PSHAX (28 years) vs PTSRX (22 years). PTSRX (0.98) is less costly to investors than PSHAX (0.73). PSHAX (78.00) and PTSRX (78.00) 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 : 4.97 vs. PTSRX (4.71). PSHAX return over 5 years is better than : 16.12 vs. PTSRX (14.68).
| PSHAX | PTSRX | PSHAX / PTSRX | |
| Total Expense Ratio | 0.73 | 0.98 | 74% |
| Annual Report Gross Expense Ratio | 0.73 | 0.98 | 74% |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | 0.712 | 0.651 | 110% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.77B | 9.77B | 100% |
| Annual Yield % from dividends | 4.84 | 4.59 | 105% |
| Returns for 1 year | 4.97 | 4.71 | 106% |
| Returns for 3 years | 14.05 | 13.20 | 106% |
| Returns for 5 years | 16.12 | 14.68 | 110% |
| Returns for 10 years | 25.37 | 22.27 | 114% |
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