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FSHOX vs FSRPX
FSHOX vs FSRPX Comparison
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FSHOX vs FSRPX Comparison Chart in %
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FSHOX vs. FSRPX 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 FSHOX is a Hold and FSRPX is a Buy.
FUNDAMENTALS
Fundamentals
FSRPX has more cash in the bank: 2.31B vs. FSHOX (640M). FSHOX pays higher dividends than FSRPX: FSHOX (0.93) vs FSRPX (0.15). FSHOX was incepted earlier than FSRPX: FSHOX (40 years) vs FSRPX (41 years). FSHOX (0.68) is less costly to investors than FSRPX (0.63). FSRPX is a more actively managed with annual turnover of: 46.00 vs. FSHOX (16.00). FSHOX (0) and FSRPX (0) have matching initial minimum investment requirements. FSHOX annual gain was more profitable for investors over the last year : -4.09 vs. FSRPX (-11.98). FSHOX return over 5 years is better than : 34.01 vs. FSRPX (-29.00).
| FSHOX | FSRPX | FSHOX / FSRPX | |
| Total Expense Ratio | 0.68 | 0.63 | 108% |
| Annual Report Gross Expense Ratio | 0.68 | 0.63 | 108% |
| Fund Existence | 40 years | 41 years | - |
| Gain YTD | 0.648 | -2.121 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 640M | 2.31B | 28% |
| Annual Yield % from dividends | 0.93 | 0.15 | 603% |
| Returns for 1 year | -4.09 | -11.98 | 34% |
| Returns for 3 years | 27.20 | -3.57 | -762% |
| Returns for 5 years | 34.01 | -29.00 | -117% |
| Returns for 10 years | 104.16 | 58.21 | 179% |
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