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FBDIX vs FSPHX
FBDIX vs FSPHX Comparison Chart in %
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FBDIX vs. FSPHX commentary
Aug 17, 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 FBDIX is a Buy and FSPHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.74B vs. FBDIX (749M). FSPHX pays higher dividends than FBDIX: FSPHX (0.02) vs FBDIX (0.00). FBDIX was incepted earlier than FSPHX: FBDIX (28 years) vs FSPHX (44 years). FBDIX (1.06) is less costly to investors than FSPHX (0.63). FSPHX is a more actively managed with annual turnover of: 40.00 vs. FBDIX (21.87). FSPHX has a lower initial minimum investment than FBDIX: FSPHX (0) vs FBDIX (1000). FBDIX annual gain was more profitable for investors over the last year : -10.82 vs. FSPHX (-14.45). FSPHX return over 5 years is better than : -16.04 vs. FBDIX (-23.14).
| FBDIX | FSPHX | FBDIX / FSPHX | |
| Total Expense Ratio | 1.05 | 0.63 | 167% |
| Annual Report Gross Expense Ratio | 1.06 | 0.63 | 168% |
| Fund Existence | 28 years | 44 years | - |
| Gain YTD | 7.765 | -4.110 | -189% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 749M | 5.74B | 13% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -10.82 | -14.45 | 75% |
| Returns for 3 years | 18.98 | -8.07 | -235% |
| Returns for 5 years | -23.14 | -16.04 | 144% |
| Returns for 10 years | -32.51 | 9.56 | -340% |