Interact to see
Advertisement
Advertisement
FDLSX vs FSHOX
FDLSX vs FSHOX Comparison
Open Charts FDLSX vs FSHOX
FDLSX vs FSHOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FDLSX vs. FSHOX commentary
Aug 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: 640M vs. FDLSX (497M). FSHOX pays higher dividends than FDLSX: FSHOX (0.93) vs FDLSX (0.51). 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 : -4.09 vs. FDLSX (-18.03). FSHOX return over 5 years is better than : 34.01 vs. FDLSX (-5.09).
| 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 | -3.130 | 0.648 | -483% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 497M | 640M | 78% |
| Annual Yield % from dividends | 0.51 | 0.93 | 55% |
| Returns for 1 year | -18.03 | -4.09 | 440% |
| Returns for 3 years | 3.11 | 27.20 | 11% |
| Returns for 5 years | -5.09 | 34.01 | -15% |
| Returns for 10 years | 31.18 | 104.16 | 30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers