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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
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 PSHAX is a Hold and PTSRX is a Hold.
FUNDAMENTALS
Fundamentals
PSHAX (10.9B) and PTSRX (10.9B) have equal amount of cash in the bank . PSHAX pays higher dividends than PTSRX: PSHAX (4.02) vs PTSRX (3.77). PSHAX was incepted earlier than PTSRX: PSHAX (30 years) vs PTSRX (24 years). PTSRX (1.03) is less costly to investors than PSHAX (0.78). PSHAX (124.00) and PTSRX (124.00) 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 : 4.33 vs. PTSRX (4.07). PSHAX return over 5 years is better than : 20.00 vs. PTSRX (18.50).
| PSHAX | PTSRX | PSHAX / PTSRX | |
| Total Expense Ratio | 0.78 | 1.03 | 76% |
| Annual Report Gross Expense Ratio | 0.78 | 1.03 | 76% |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | 2.830 | 2.658 | 106% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 10.9B | 100% |
| Annual Yield % from dividends | 4.02 | 3.77 | 107% |
| Returns for 1 year | 4.33 | 4.07 | 106% |
| Returns for 3 years | 16.37 | 15.49 | 106% |
| Returns for 5 years | 20.00 | 18.50 | 108% |
| Returns for 10 years | 31.72 | 28.46 | 111% |
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