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FCHTX vs IRSPX
FCHTX vs IRSPX Comparison Chart in %
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FCHTX vs. IRSPX commentary
Jul 29, 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 FCHTX is a Hold and IRSPX is a Hold.
FUNDAMENTALS
Fundamentals
FCHTX has more cash in the bank: 42.4B vs. IRSPX (212M). IRSPX pays higher dividends than FCHTX: IRSPX (1.78) vs FCHTX (1.33). FCHTX was incepted earlier than IRSPX: FCHTX (9 years) vs IRSPX (13 years). IRSPX (0.38) and FCHTX (0.37) have similar cost to investors . IRSPX is a more actively managed with annual turnover of: 45.00 vs. FCHTX (5.00). IRSPX has a lower initial minimum investment than FCHTX: IRSPX (250000) vs FCHTX (1000000). FCHTX annual gain was more profitable for investors over the last year : 15.59 vs. IRSPX (14.56). FCHTX return over 5 years is better than : 45.20 vs. IRSPX (36.40).
| FCHTX | IRSPX | FCHTX / IRSPX | |
| Total Expense Ratio | 0.37 | 0.38 | 97% |
| Annual Report Gross Expense Ratio | 0.37 | 0.38 | 97% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 12.755 | 11.565 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 212M | 20,000% |
| Annual Yield % from dividends | 1.33 | 1.78 | 75% |
| Returns for 1 year | 15.59 | 14.56 | 107% |
| Returns for 3 years | 36.80 | 38.89 | 95% |
| Returns for 5 years | 45.20 | 36.40 | 124% |
| Returns for 10 years | N/A | 69.56 | - |
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