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FCHTX vs IRSPX
FCHTX vs IRSPX Comparison Chart in %
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FCHTX vs. IRSPX commentary
Jul 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FCHTX has more cash in the bank: 41.9B vs. IRSPX (208M). IRSPX pays higher dividends than FCHTX: IRSPX (1.78) vs FCHTX (1.33). FCHTX was incepted earlier than IRSPX: FCHTX (8 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 (13.69) and IRSPX (13.03) have marching annual gain over last year. FCHTX return over 5 years is better than : 48.93 vs. IRSPX (40.96).
| FCHTX | IRSPX | FCHTX / IRSPX | |
| Total Expense Ratio | 0.37 | 0.38 | 97% |
| Annual Report Gross Expense Ratio | 0.37 | 0.38 | 97% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 11.380 | 10.068 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 208M | 20,144% |
| Annual Yield % from dividends | 1.33 | 1.78 | 75% |
| Returns for 1 year | 13.69 | 13.03 | 105% |
| Returns for 3 years | 42.44 | 45.64 | 93% |
| Returns for 5 years | 48.93 | 40.96 | 119% |
| Returns for 10 years | N/A | 69.55 | - |
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