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FBTDX vs FSPHX
FBTDX vs FSPHX Comparison Chart
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FBTDX vs. FSPHX commentary
Nov 23, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 7.41B vs. FBTDX (844M). FBTDX (0.00) and FSPHX (0.00) have matching dividends . FBTDX was incepted earlier than FSPHX: FBTDX (11 years) vs FSPHX (43 years). FSPHX is a more actively managed with annual turnover of: 40.00 vs. FBTDX (24.08). FSPHX has a lower initial minimum investment than FBTDX: FSPHX (0) vs FBTDX (1000). FBTDX annual gain was more profitable for investors over the last year : 30.85 vs. FSPHX (15.80). FSPHX return over 5 years is better than : 14.60 vs. FBTDX (-15.79).
| FBTDX | FSPHX | FBTDX / FSPHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 43 years | - |
| Gain YTD | 7.031 | 6.502 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 7.41B | 11% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 30.85 | 15.80 | 195% |
| Returns for 3 years | -6.06 | -7.94 | 76% |
| Returns for 5 years | -15.79 | 14.60 | -108% |
| Returns for 10 years | -26.47 | 31.80 | -83% |
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