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
Aug 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.3B vs. FRBRX (1.15B). 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 : 59.48 vs. FSPHX (7.89). FRBRX return over 5 years is better than : 33.15 vs. FSPHX (-18.25).
| 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 | 17.246 | -3.753 | -460% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 6.3B | 18% |
| Annual Yield % from dividends | 1.77 | 0.42 | 425% |
| Returns for 1 year | 59.48 | 7.89 | 754% |
| Returns for 3 years | 79.67 | -3.29 | -2,421% |
| Returns for 5 years | 33.15 | -18.25 | -182% |
| Returns for 10 years | 52.30 | 34.42 | 152% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement