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FRBRX vs FSPHX
FRBRX vs FSPHX Comparison
Open Charts FRBRX vs FSPHX
FRBRX vs FSPHX Comparison Chart in %
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FRBRX vs. FSPHX commentary
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.78B vs. FRBRX (1.03B). FRBRX pays higher dividends than FSPHX: FRBRX (1.91) vs FSPHX (0.45). FRBRX was incepted earlier than FSPHX: FRBRX (13 years) vs FSPHX (45 years). FRBRX (0.77) is less costly to investors than FSPHX (0.62). FSPHX is a more actively managed with annual turnover of: 69.00 vs. FRBRX (21.87). 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 : 50.37 vs. FSPHX (-1.60). FRBRX return over 5 years is better than : 11.25 vs. FSPHX (-24.04).
| FRBRX | FSPHX | FRBRX / FSPHX | |
| Total Expense Ratio | 0.67 | 0.62 | 108% |
| Annual Report Gross Expense Ratio | 0.77 | 0.62 | 124% |
| Fund Existence | 13 years | 45 years | - |
| Gain YTD | 4.965 | -11.879 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 5.78B | 18% |
| Annual Yield % from dividends | 1.91 | 0.45 | 421% |
| Returns for 1 year | 50.37 | -1.60 | -3,141% |
| Returns for 3 years | 58.71 | -12.75 | -461% |
| Returns for 5 years | 11.25 | -24.04 | -47% |
| Returns for 10 years | 50.53 | 31.88 | 158% |
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