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FELIX vs FSPTX
FELIX vs FSPTX Comparison
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FELIX vs FSPTX Comparison Chart in %
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FELIX vs. FSPTX commentary
Sep 14, 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 FELIX is a Hold and FSPTX is a Buy.
FUNDAMENTALS
Fundamentals
FSPTX has more cash in the bank: 37B vs. FELIX (7.33B). FELIX (0.00) and FSPTX (0.00) have matching dividends . FELIX was incepted earlier than FSPTX: FELIX (26 years) vs FSPTX (45 years). FELIX (0.69) is less costly to investors than FSPTX (0.61). FELIX is a more actively managed with annual turnover of: 65.00 vs. FSPTX (52.00). FELIX (0) and FSPTX (0) have matching initial minimum investment requirements. FELIX annual gain was more profitable for investors over the last year : 63.78 vs. FSPTX (33.59). FELIX return over 5 years is better than : 260.38 vs. FSPTX (88.37).
| FELIX | FSPTX | FELIX / FSPTX | |
| Total Expense Ratio | 0.69 | 0.61 | 113% |
| Annual Report Gross Expense Ratio | 0.69 | 0.61 | 113% |
| Fund Existence | 26 years | 45 years | - |
| Gain YTD | 53.999 | 33.333 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.33B | 37B | 20% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 63.78 | 33.59 | 190% |
| Returns for 3 years | 206.34 | 111.24 | 185% |
| Returns for 5 years | 260.38 | 88.37 | 295% |
| Returns for 10 years | 968.43 | 327.12 | 296% |
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