Interact to see
Advertisement
Advertisement
FBTDX vs FSPHX
FBTDX vs FSPHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBTDX vs. FSPHX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.86B vs. FBTDX (691M). 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 (35.87). 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 : -12.57 vs. FBTDX (-18.38). FSPHX return over 5 years is better than : -14.14 vs. FBTDX (-32.83).
| 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 | -4.666 | -7.486 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 691M | 5.86B | 12% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -18.38 | -12.57 | 146% |
| Returns for 3 years | 19.48 | 0.18 | 11,079% |
| Returns for 5 years | -32.83 | -14.14 | 232% |
| Returns for 10 years | -47.12 | 7.14 | -660% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IFTIX | 12.65 | N/A | N/A |
| Voya International High Div Low Vol I | |||
| VMVIX | 63.68 | N/A | N/A |
| Vanguard Mid-Cap Value Index Investor | |||
| IRGUX | 50.17 | N/A | N/A |
| Voya Russell Mid Cap Growth Idx Port S | |||
| ALVGX | 10.34 | N/A | N/A |
| American Century Focused Lg Cap Val R5 | |||
| LZUSX | 16.55 | -0.04 | -0.24% |
| Lazard US Equity Focus Instl | |||