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FBTDX vs FSPHX
FBTDX vs FSPHX Comparison Chart
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FBTDX vs. FSPHX commentary
Feb 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 StrongBuy and FSPHX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 7.05B vs. FBTDX (791M). FBTDX (0.00) and FSPHX (0.00) have matching dividends . FBTDX was incepted earlier than FSPHX: FBTDX (11 years) vs FSPHX (44 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). FSPHX annual gain was more profitable for investors over the last year : -8.97 vs. FBTDX (-14.47). FSPHX return over 5 years is better than : -5.20 vs. FBTDX (-25.38).
| FBTDX | FSPHX | FBTDX / FSPHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 44 years | - |
| Gain YTD | 2.301 | 2.606 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 7.05B | 11% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -14.47 | -8.97 | 161% |
| Returns for 3 years | 13.91 | 2.51 | 554% |
| Returns for 5 years | -25.38 | -5.20 | 488% |
| Returns for 10 years | -39.50 | 19.51 | -202% |
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