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FBIOX vs FSPHX
FBIOX vs FSPHX Comparison Chart
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FBIOX vs. FSPHX commentary
May 12, 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 FBIOX is a Hold and FSPHX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.2B vs. FBIOX (3.9B). FBIOX pays higher dividends than FSPHX: FBIOX (1.24) vs FSPHX (0.02). FBIOX was incepted earlier than FSPHX: FBIOX (39 years) vs FSPHX (44 years). FBIOX (0.63) and FSPHX (0.63) have similar cost to investors . FSPHX is a more actively managed with annual turnover of: 40.00 vs. FBIOX (38.00). FBIOX (0) and FSPHX (0) have matching initial minimum investment requirements. FBIOX annual gain was more profitable for investors over the last year : -7.70 vs. FSPHX (-12.55). FSPHX return over 5 years is better than : -12.03 vs. FBIOX (-21.00).
| FBIOX | FSPHX | FBIOX / FSPHX | |
| Total Expense Ratio | 0.63 | 0.63 | 100% |
| Annual Report Gross Expense Ratio | 0.63 | 0.63 | 100% |
| Fund Existence | 39 years | 44 years | - |
| Gain YTD | -11.143 | -7.817 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 6.2B | 63% |
| Annual Yield % from dividends | 1.24 | 0.02 | 7,093% |
| Returns for 1 year | -7.70 | -12.55 | 61% |
| Returns for 3 years | 29.70 | 3.43 | 865% |
| Returns for 5 years | -21.00 | -12.03 | 175% |
| Returns for 10 years | -32.51 | 7.89 | -412% |
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