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FBTDX vs FSPHX
FBTDX vs FSPHX Comparison Chart
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FBTDX vs. FSPHX commentary
Apr 04, 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 Hold and FSPHX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.42B vs. FBTDX (706M). 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 (0.65). FSPHX is a more actively managed with annual turnover of: 46.00 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 : -10.48 vs. FBTDX (-20.72). FSPHX return over 5 years is better than : 8.70 vs. FBTDX (-18.56).
| FBTDX | FSPHX | FBTDX / FSPHX | |
| Total Expense Ratio | 1.80 | 0.65 | 277% |
| Annual Report Gross Expense Ratio | 1.81 | 0.65 | 278% |
| Fund Existence | 11 years | 44 years | - |
| Gain YTD | -8.145 | -2.385 | 341% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 706M | 6.42B | 11% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -20.72 | -10.48 | 198% |
| Returns for 3 years | -5.96 | -11.35 | 53% |
| Returns for 5 years | -18.56 | 8.70 | -213% |
| Returns for 10 years | -46.80 | 10.70 | -438% |
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