Interact to see
Advertisement
Advertisement
PSHAX vs PTSRX
PSHAX vs PTSRX Comparison
Open Charts PSHAX vs PTSRX
PSHAX vs PTSRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PSHAX vs. PTSRX commentary
Jun 14, 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 (10.6B) and PTSRX (10.6B) have equal amount of cash in the bank . PSHAX pays higher dividends than PTSRX: PSHAX (4.18) vs PTSRX (3.93). 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 : 4.72 vs. PTSRX (4.46). PSHAX return over 5 years is better than : 18.92 vs. PTSRX (17.43).
| 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 | 1.923 | 1.818 | 106% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 10.6B | 100% |
| Annual Yield % from dividends | 4.18 | 3.93 | 106% |
| Returns for 1 year | 4.72 | 4.46 | 106% |
| Returns for 3 years | 17.30 | 16.42 | 105% |
| Returns for 5 years | 18.92 | 17.43 | 109% |
| Returns for 10 years | 31.69 | 28.43 | 111% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers