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FBTDX vs FSPHX
FBTDX vs FSPHX Comparison
Open Charts FBTDX vs FSPHX
FBTDX vs FSPHX Comparison Chart in %
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FBTDX vs. FSPHX commentary
Jun 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.78B vs. FBTDX (1.04B). FBTDX pays higher dividends than FSPHX: FBTDX (1.51) vs FSPHX (0.45). FBTDX was incepted earlier than FSPHX: FBTDX (12 years) vs FSPHX (45 years). FBTDX (1.78) is less costly to investors than FSPHX (0.63). FSPHX is a more actively managed with annual turnover of: 69.00 vs. FBTDX (21.87). 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 : 53.42 vs. FSPHX (-2.88). FBTDX return over 5 years is better than : 10.17 vs. FSPHX (-23.32).
| FBTDX | FSPHX | FBTDX / FSPHX | |
| Total Expense Ratio | 1.77 | 0.63 | 281% |
| Annual Report Gross Expense Ratio | 1.78 | 0.63 | 283% |
| Fund Existence | 12 years | 45 years | - |
| Gain YTD | 5.241 | -14.447 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 5.78B | 18% |
| Annual Yield % from dividends | 1.51 | 0.45 | 333% |
| Returns for 1 year | 53.42 | -2.88 | -1,858% |
| Returns for 3 years | 54.22 | -14.19 | -382% |
| Returns for 5 years | 10.17 | -23.32 | -44% |
| Returns for 10 years | 18.16 | 24.79 | 73% |
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