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FRBRX vs FSPHX
FRBRX vs FSPHX Comparison Chart
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FRBRX vs. FSPHX commentary
Apr 15, 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 Hold and FSPHX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.42B vs. FRBRX (643M). 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 (0.65). FSPHX is a more actively managed with annual turnover of: 46.00 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 : -9.27 vs. FRBRX (-21.38). FSPHX return over 5 years is better than : -2.23 vs. FRBRX (-23.12).
| FRBRX | FSPHX | FRBRX / FSPHX | |
| Total Expense Ratio | 0.69 | 0.65 | 106% |
| Annual Report Gross Expense Ratio | 0.77 | 0.65 | 118% |
| Fund Existence | 12 years | 44 years | - |
| Gain YTD | -12.965 | -5.761 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 643M | 6.42B | 10% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -21.38 | -9.27 | 230% |
| Returns for 3 years | -8.19 | -10.97 | 75% |
| Returns for 5 years | -23.12 | -2.23 | 1,036% |
| Returns for 10 years | -42.95 | 8.37 | -513% |
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