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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
Sep 13, 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 Hold and FSHOX is a Hold.
FUNDAMENTALS
Fundamentals
FSHOX has more cash in the bank: 605M vs. FDLSX (482M). FSHOX pays higher dividends than FDLSX: FSHOX (0.96) vs FDLSX (0.52). 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 : -15.14 vs. FDLSX (-25.54). FSHOX return over 5 years is better than : 24.42 vs. FDLSX (-18.42).
| 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 | -12.085 | -6.400 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 482M | 605M | 80% |
| Annual Yield % from dividends | 0.52 | 0.96 | 54% |
| Returns for 1 year | -25.54 | -15.14 | 169% |
| Returns for 3 years | -7.68 | 17.04 | -45% |
| Returns for 5 years | -18.42 | 24.42 | -75% |
| Returns for 10 years | 21.64 | 103.85 | 21% |
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