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FRBRX vs FSPHX
FRBRX vs FSPHX Comparison Chart
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FRBRX vs. FSPHX commentary
Dec 19, 2024
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 StrongBuy and FSPHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 7.51B vs. FRBRX (844M). FRBRX (0.00) and FSPHX (0.00) have matching dividends . FRBRX was incepted earlier than FSPHX: FRBRX (12 years) vs FSPHX (43 years). FSPHX is a more actively managed with annual turnover of: 40.00 vs. FRBRX (24.08). FSPHX has a lower initial minimum investment than FRBRX: FSPHX (0) vs FRBRX (1000000). FRBRX annual gain was more profitable for investors over the last year : 17.08 vs. FSPHX (7.35). FSPHX return over 5 years is better than : 5.20 vs. FRBRX (-5.31).
| FRBRX | FSPHX | FRBRX / FSPHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 43 years | - |
| Gain YTD | 9.126 | 3.651 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 7.51B | 11% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 17.08 | 7.35 | 233% |
| Returns for 3 years | 14.21 | -4.79 | -297% |
| Returns for 5 years | -5.31 | 5.20 | -102% |
| Returns for 10 years | -15.66 | 34.71 | -45% |
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