Interact to see
Advertisement
Advertisement
BHCUX vs FSPHX
BHCUX vs FSPHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BHCUX vs. FSPHX commentary
Jul 05, 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 BHCUX is a StrongBuy and FSPHX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.92B vs. BHCUX (147M). BHCUX pays higher dividends than FSPHX: BHCUX (0.53) vs FSPHX (0.02). BHCUX was incepted earlier than FSPHX: BHCUX (7 years) vs FSPHX (44 years). BHCUX (0.87) is less costly to investors than FSPHX (0.63). BHCUX is a more actively managed with annual turnover of: 49.00 vs. FSPHX (40.00). FSPHX has a lower initial minimum investment than BHCUX: FSPHX (0) vs BHCUX (5000000). FSPHX (-10.22) and BHCUX (-10.29) have marching annual gain over last year. BHCUX return over 5 years is better than : 20.96 vs. FSPHX (-15.69).
| BHCUX | FSPHX | BHCUX / FSPHX | |
| Total Expense Ratio | 0.85 | 0.63 | 135% |
| Annual Report Gross Expense Ratio | 0.87 | 0.63 | 138% |
| Fund Existence | 7 years | 44 years | - |
| Gain YTD | -7.532 | -6.055 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 5.92B | 2% |
| Annual Yield % from dividends | 0.53 | 0.02 | 2,998% |
| Returns for 1 year | -10.29 | -10.22 | 101% |
| Returns for 3 years | 1.24 | -0.87 | -142% |
| Returns for 5 years | 20.96 | -15.69 | -134% |
| Returns for 10 years | N/A | 8.22 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AFGZX | 31.73 | 0.26 | +0.83% |
| Alger Global Equity Z | |||
| MISCX | 19.03 | 0.13 | +0.69% |
| BNY Mellon Small Cap Multi-Strategy Inv | |||
| FMSTX | 34.02 | 0.21 | +0.62% |
| Federated Hermes MDT Large Cap Value IS | |||
| FTASX | 29.62 | 0.11 | +0.37% |
| Fidelity Advisor Asset Manager 70% M | |||
| VEUAX | 38.40 | 0.05 | +0.13% |
| JPMorgan Europe Dynamic A | |||