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FBTIX vs FSPHX
FBTIX vs FSPHX Comparison Chart in %
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FBTIX vs. FSPHX commentary
Jul 27, 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 FBTIX is a Buy and FSPHX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.92B vs. FBTIX (1.3B). FBTIX pays higher dividends than FSPHX: FBTIX (2.92) vs FSPHX (0.02). FBTIX was incepted earlier than FSPHX: FBTIX (25 years) vs FSPHX (44 years). FBTIX (0.71) is less costly to investors than FSPHX (0.63). FBTIX is a more actively managed with annual turnover of: 73.00 vs. FSPHX (40.00). FBTIX (0) and FSPHX (0) have matching initial minimum investment requirements. FBTIX annual gain was more profitable for investors over the last year : -10.41 vs. FSPHX (-13.29). FBTIX return over 5 years is better than : -3.45 vs. FSPHX (-15.91).
| FBTIX | FSPHX | FBTIX / FSPHX | |
| Total Expense Ratio | 0.71 | 0.63 | 113% |
| Annual Report Gross Expense Ratio | 0.71 | 0.63 | 113% |
| Fund Existence | 25 years | 44 years | - |
| Gain YTD | 3.648 | -5.064 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 5.92B | 22% |
| Annual Yield % from dividends | 2.92 | 0.02 | 16,495% |
| Returns for 1 year | -10.41 | -13.29 | 78% |
| Returns for 3 years | 32.86 | -3.88 | -846% |
| Returns for 5 years | -3.45 | -15.91 | 22% |
| Returns for 10 years | -1.17 | 6.24 | -19% |
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