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FBTDX vs FSPHX
FBTDX vs FSPHX Comparison Chart in %
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FBTDX vs. FSPHX commentary
Jul 23, 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 FBTDX is a Buy and FSPHX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.92B vs. FBTDX (695M). FSPHX pays higher dividends than FBTDX: FSPHX (0.02) vs FBTDX (0.00). FBTDX was incepted earlier than FSPHX: FBTDX (11 years) vs FSPHX (44 years). FBTDX (1.81) is less costly to investors than FSPHX (0.63). FSPHX is a more actively managed with annual turnover of: 40.00 vs. FBTDX (21.87). FSPHX has a lower initial minimum investment than FBTDX: FSPHX (0) vs FBTDX (1000). FSPHX annual gain was more profitable for investors over the last year : -15.86 vs. FBTDX (-19.81). FSPHX return over 5 years is better than : -20.31 vs. FBTDX (-37.47).
| FBTDX | FSPHX | FBTDX / FSPHX | |
| Total Expense Ratio | 1.80 | 0.63 | 286% |
| Annual Report Gross Expense Ratio | 1.81 | 0.63 | 287% |
| Fund Existence | 11 years | 44 years | - |
| Gain YTD | -1.712 | -8.000 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 695M | 5.92B | 12% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -19.81 | -15.86 | 125% |
| Returns for 3 years | 13.54 | -6.19 | -219% |
| Returns for 5 years | -37.47 | -20.31 | 184% |
| Returns for 10 years | -46.84 | 5.20 | -901% |
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