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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
Jun 16, 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 Buy and FSPTX is a Hold.
FUNDAMENTALS
Fundamentals
FSPTX has more cash in the bank: 38B vs. FELIX (8.16B). FELIX (0.00) and FSPTX (0.00) have matching dividends . FELIX was incepted earlier than FSPTX: FELIX (25 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 : 135.11 vs. FSPTX (53.47). FELIX return over 5 years is better than : 355.10 vs. FSPTX (104.00).
| FELIX | FSPTX | FELIX / FSPTX | |
| Total Expense Ratio | 0.69 | 0.61 | 113% |
| Annual Report Gross Expense Ratio | 0.69 | 0.61 | 113% |
| Fund Existence | 25 years | 45 years | - |
| Gain YTD | 75.082 | 32.730 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.16B | 38B | 21% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 135.11 | 53.47 | 253% |
| Returns for 3 years | 239.27 | 110.93 | 216% |
| Returns for 5 years | 355.10 | 104.00 | 341% |
| Returns for 10 years | 1278.47 | 373.47 | 342% |
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