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FACTX vs FSPHX
FACTX vs FSPHX Comparison Chart
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FACTX vs. FSPHX commentary
May 24, 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 FACTX is a Hold and FSPHX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.2B vs. FACTX (3.57B). FSPHX pays higher dividends than FACTX: FSPHX (0.02) vs FACTX (0.00). FACTX was incepted earlier than FSPHX: FACTX (29 years) vs FSPHX (44 years). FACTX (1.18) is less costly to investors than FSPHX (0.63). FSPHX is a more actively managed with annual turnover of: 40.00 vs. FACTX (37.00). FACTX (0) and FSPHX (0) have matching initial minimum investment requirements. FSPHX annual gain was more profitable for investors over the last year : -13.38 vs. FACTX (-17.03). FACTX return over 5 years is better than : -14.52 vs. FSPHX (-15.40).
| FACTX | FSPHX | FACTX / FSPHX | |
| Total Expense Ratio | 1.18 | 0.63 | 187% |
| Annual Report Gross Expense Ratio | 1.18 | 0.63 | 187% |
| Fund Existence | 29 years | 44 years | - |
| Gain YTD | -7.894 | -9.872 | 80% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 6.2B | 58% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -17.03 | -13.38 | 127% |
| Returns for 3 years | -4.77 | -2.41 | 198% |
| Returns for 5 years | -14.52 | -15.40 | 94% |
| Returns for 10 years | 11.02 | 3.74 | 295% |
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