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FRBRX vs FSPHX
FRBRX vs FSPHX Comparison Chart
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FRBRX vs. FSPHX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.86B vs. FRBRX (691M). 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 (35.87). 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 : -12.67 vs. FRBRX (-15.59). FSPHX return over 5 years is better than : -13.93 vs. FRBRX (-26.02).
| 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 | -4.092 | -7.266 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 691M | 5.86B | 12% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -15.59 | -12.67 | 123% |
| Returns for 3 years | 21.18 | -1.50 | -1,409% |
| Returns for 5 years | -26.02 | -13.93 | 187% |
| Returns for 10 years | -37.08 | 8.04 | -461% |
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