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BHCUX vs FSPHX
BHCUX vs FSPHX Comparison Chart
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BHCUX vs. FSPHX commentary
May 10, 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 Buy and FSPHX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.2B vs. BHCUX (162M). BHCUX pays higher dividends than FSPHX: BHCUX (0.51) vs FSPHX (0.02). BHCUX was incepted earlier than FSPHX: BHCUX (7 years) vs FSPHX (44 years). BHCUX (0.88) 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). BHCUX annual gain was more profitable for investors over the last year : -11.18 vs. FSPHX (-12.17). BHCUX return over 5 years is better than : 30.81 vs. FSPHX (-11.64).
| BHCUX | FSPHX | BHCUX / FSPHX | |
| Total Expense Ratio | 0.85 | 0.63 | 135% |
| Annual Report Gross Expense Ratio | 0.88 | 0.63 | 140% |
| Fund Existence | 7 years | 44 years | - |
| Gain YTD | -8.260 | -7.413 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 6.2B | 3% |
| Annual Yield % from dividends | 0.51 | 0.02 | 2,923% |
| Returns for 1 year | -11.18 | -12.17 | 92% |
| Returns for 3 years | 5.46 | 3.89 | 140% |
| Returns for 5 years | 30.81 | -11.64 | -265% |
| Returns for 10 years | N/A | 8.36 | - |
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