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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
Aug 23, 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: 6.3B vs. FRBRX (1.26B). FRBRX pays higher dividends than FSPHX: FRBRX (1.77) vs FSPHX (0.42). 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 : 63.35 vs. FSPHX (14.59). FRBRX return over 5 years is better than : 46.48 vs. FSPHX (-10.56).
| 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 | 27.037 | 5.675 | 476% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 6.3B | 20% |
| Annual Yield % from dividends | 1.77 | 0.42 | 425% |
| Returns for 1 year | 63.35 | 14.59 | 434% |
| Returns for 3 years | 95.78 | 10.34 | 927% |
| Returns for 5 years | 46.48 | -10.56 | -440% |
| Returns for 10 years | 61.66 | 46.08 | 134% |
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