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FBDIX vs FSPHX
FBDIX vs FSPHX Comparison Chart
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FBDIX vs. FSPHX commentary
Mar 11, 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 StrongBuy and FSPHX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.74B vs. FBDIX (774M). 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 (0.65). FSPHX is a more actively managed with annual turnover of: 46.00 vs. FBDIX (35.87). FSPHX has a lower initial minimum investment than FBDIX: FSPHX (0) vs FBDIX (1000). FSPHX annual gain was more profitable for investors over the last year : -9.89 vs. FBDIX (-15.06). FSPHX return over 5 years is better than : 7.38 vs. FBDIX (-7.74).
| FBDIX | FSPHX | FBDIX / FSPHX | |
| Total Expense Ratio | 1.05 | 0.65 | 162% |
| Annual Report Gross Expense Ratio | 1.06 | 0.65 | 163% |
| Fund Existence | 28 years | 44 years | - |
| Gain YTD | 0.938 | 0.844 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 6.74B | 11% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -15.06 | -9.89 | 152% |
| Returns for 3 years | 16.60 | 0.86 | 1,927% |
| Returns for 5 years | -7.74 | 7.38 | -105% |
| Returns for 10 years | -36.76 | 14.97 | -246% |
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