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FRBRX vs FSPHX
FRBRX vs FSPHX Comparison Chart in %
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FRBRX vs. FSPHX commentary
Jul 16, 2025
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 FRBRX is a Buy and FSPHX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.92B vs. FRBRX (700M). FSPHX pays higher dividends than FRBRX: FSPHX (0.02) vs FRBRX (0.00). FRBRX was incepted earlier than FSPHX: FRBRX (12 years) vs FSPHX (44 years). FRBRX (0.77) is less costly to investors than FSPHX (0.63). FSPHX is a more actively managed with annual turnover of: 40.00 vs. FRBRX (21.87). FSPHX has a lower initial minimum investment than FRBRX: FSPHX (0) vs FRBRX (1000000). FSPHX annual gain was more profitable for investors over the last year : -14.56 vs. FRBRX (-18.97). FSPHX return over 5 years is better than : -17.61 vs. FRBRX (-30.55).
| FRBRX | FSPHX | FRBRX / FSPHX | |
| Total Expense Ratio | 0.69 | 0.63 | 110% |
| Annual Report Gross Expense Ratio | 0.77 | 0.63 | 122% |
| Fund Existence | 12 years | 44 years | - |
| Gain YTD | -0.990 | -6.202 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 700M | 5.92B | 12% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -18.97 | -14.56 | 130% |
| Returns for 3 years | 16.88 | -3.09 | -546% |
| Returns for 5 years | -30.55 | -17.61 | 173% |
| Returns for 10 years | -40.82 | 4.29 | -951% |
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