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FBTIX vs FSPHX
FBTIX vs FSPHX Comparison Chart
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FBTIX vs. FSPHX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 7.51B vs. FBTIX (1.74B). FBTIX pays higher dividends than FSPHX: FBTIX (1.20) vs FSPHX (0.00). FBTIX was incepted earlier than FSPHX: FBTIX (24 years) vs FSPHX (43 years). FBTIX is a more actively managed with annual turnover of: 78.00 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 : 19.49 vs. FSPHX (7.35). FBTIX return over 5 years is better than : 7.31 vs. FSPHX (5.20).
| FBTIX | FSPHX | FBTIX / FSPHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 43 years | - |
| Gain YTD | 10.348 | 3.651 | 283% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 7.51B | 23% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 19.49 | 7.35 | 265% |
| Returns for 3 years | 14.69 | -4.79 | -307% |
| Returns for 5 years | 7.31 | 5.20 | 141% |
| Returns for 10 years | 25.62 | 34.71 | 74% |
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