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FBTCX vs FSPHX
FBTCX vs FSPHX Comparison Chart in %
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FBTCX vs. FSPHX commentary
Aug 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 FBTCX is a Buy and FSPHX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.74B vs. FBTCX (1.4B). FBTCX pays higher dividends than FSPHX: FBTCX (2.67) vs FSPHX (0.02). FBTCX was incepted earlier than FSPHX: FBTCX (25 years) vs FSPHX (44 years). FBTCX (1.71) is less costly to investors than FSPHX (0.63). FBTCX is a more actively managed with annual turnover of: 73.00 vs. FSPHX (40.00). FBTCX (0) and FSPHX (0) have matching initial minimum investment requirements. FBTCX annual gain was more profitable for investors over the last year : -7.18 vs. FSPHX (-15.45). FBTCX return over 5 years is better than : -13.69 vs. FSPHX (-19.68).
| FBTCX | FSPHX | FBTCX / FSPHX | |
| Total Expense Ratio | 1.71 | 0.63 | 271% |
| Annual Report Gross Expense Ratio | 1.71 | 0.63 | 271% |
| Fund Existence | 25 years | 44 years | - |
| Gain YTD | 4.841 | -7.890 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 5.74B | 24% |
| Annual Yield % from dividends | 2.67 | 0.02 | 14,993% |
| Returns for 1 year | -7.18 | -15.45 | 46% |
| Returns for 3 years | 16.04 | -10.05 | -160% |
| Returns for 5 years | -13.69 | -19.68 | 70% |
| Returns for 10 years | -14.21 | 6.01 | -236% |
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