Interact to see
Advertisement
Advertisement
FRBRX vs FSPHX
FRBRX vs FSPHX Comparison
Open Charts FRBRX vs FSPHX
FRBRX vs FSPHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRBRX vs. FSPHX commentary
Sep 12, 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 FRBRX is a Hold and FSPHX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.75B vs. FRBRX (1.2B). FRBRX pays higher dividends than FSPHX: FRBRX (1.70) vs FSPHX (0.39). FRBRX was incepted earlier than FSPHX: FRBRX (13 years) vs FSPHX (45 years). FRBRX (0.78) is less costly to investors than FSPHX (0.62). FSPHX is a more actively managed with annual turnover of: 69.00 vs. FRBRX (37.62). 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 : 43.04 vs. FSPHX (6.37). FRBRX return over 5 years is better than : 30.23 vs. FSPHX (-15.45).
| FRBRX | FSPHX | FRBRX / FSPHX | |
| Total Expense Ratio | 0.67 | 0.62 | 108% |
| Annual Report Gross Expense Ratio | 0.78 | 0.62 | 126% |
| Fund Existence | 13 years | 45 years | - |
| Gain YTD | 18.801 | 1.524 | 1,234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 6.75B | 18% |
| Annual Yield % from dividends | 1.70 | 0.39 | 435% |
| Returns for 1 year | 43.04 | 6.37 | 675% |
| Returns for 3 years | 81.35 | 4.93 | 1,651% |
| Returns for 5 years | 30.23 | -15.45 | -196% |
| Returns for 10 years | 55.26 | 46.10 | 120% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement