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FDLSX vs FSHOX
FDLSX vs FSHOX Comparison
Open Charts FDLSX vs FSHOX
FDLSX vs FSHOX Comparison Chart in %
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FDLSX vs. FSHOX commentary
Jun 23, 2026
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 FDLSX is a Buy and FSHOX is a Hold.
FUNDAMENTALS
Fundamentals
FSHOX has more cash in the bank: 662M vs. FDLSX (477M). FSHOX pays higher dividends than FDLSX: FSHOX (0.92) vs FDLSX (0.55). FDLSX was incepted earlier than FSHOX: FDLSX (42 years) vs FSHOX (40 years). FDLSX (0.68) and FSHOX (0.68) have similar cost to investors . FDLSX is a more actively managed with annual turnover of: 65.00 vs. FSHOX (16.00). FDLSX (0) and FSHOX (0) have matching initial minimum investment requirements. FSHOX annual gain was more profitable for investors over the last year : 12.93 vs. FDLSX (-17.68). FSHOX return over 5 years is better than : 49.37 vs. FDLSX (-11.91).
| FDLSX | FSHOX | FDLSX / FSHOX | |
| Total Expense Ratio | 0.68 | 0.68 | 100% |
| Annual Report Gross Expense Ratio | 0.68 | 0.68 | 100% |
| Fund Existence | 42 years | 40 years | - |
| Gain YTD | -7.466 | 6.175 | -121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 477M | 662M | 72% |
| Annual Yield % from dividends | 0.55 | 0.92 | 59% |
| Returns for 1 year | -17.68 | 12.93 | -137% |
| Returns for 3 years | 0.57 | 39.33 | 1% |
| Returns for 5 years | -11.91 | 49.37 | -24% |
| Returns for 10 years | 33.85 | 129.85 | 26% |
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