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FBTIX vs FSPHX
FBTIX vs FSPHX Comparison Chart
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FBTIX vs. FSPHX commentary
May 09, 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 Hold and FSPHX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.2B vs. FBTIX (1.37B). FBTIX pays higher dividends than FSPHX: FBTIX (2.93) vs FSPHX (0.02). FBTIX was incepted earlier than FSPHX: FBTIX (24 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. FSPHX annual gain was more profitable for investors over the last year : -11.31 vs. FBTIX (-13.50). FBTIX return over 5 years is better than : -8.31 vs. FSPHX (-11.47).
| FBTIX | FSPHX | FBTIX / FSPHX | |
| Total Expense Ratio | 0.71 | 0.63 | 113% |
| Annual Report Gross Expense Ratio | 0.71 | 0.63 | 113% |
| Fund Existence | 24 years | 44 years | - |
| Gain YTD | -9.639 | -7.229 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 6.2B | 22% |
| Annual Yield % from dividends | 2.93 | 0.02 | 16,760% |
| Returns for 1 year | -13.50 | -11.31 | 119% |
| Returns for 3 years | 32.32 | 5.18 | 624% |
| Returns for 5 years | -8.31 | -11.47 | 73% |
| Returns for 10 years | -4.40 | 8.19 | -54% |
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