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FSHOX vs USLUX
FSHOX vs USLUX Comparison
Open Charts FSHOX vs USLUX
FSHOX vs USLUX Comparison Chart in %
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FSHOX vs. USLUX 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 FSHOX is a Hold and USLUX is a Buy.
FUNDAMENTALS
Fundamentals
FSHOX has more cash in the bank: 640M vs. USLUX (51.6M). FSHOX pays higher dividends than USLUX: FSHOX (0.93) vs USLUX (0.01). FSHOX was incepted earlier than USLUX: FSHOX (40 years) vs USLUX (32 years). USLUX (1.95) is less costly to investors than FSHOX (0.68). USLUX is a more actively managed with annual turnover of: 122.00 vs. FSHOX (16.00). FSHOX has a lower initial minimum investment than USLUX: FSHOX (0) vs USLUX (5000). USLUX annual gain was more profitable for investors over the last year : 1.89 vs. FSHOX (0.55). FSHOX return over 5 years is better than : 35.97 vs. USLUX (-9.12).
| FSHOX | USLUX | FSHOX / USLUX | |
| Total Expense Ratio | 0.68 | 1.75 | 39% |
| Annual Report Gross Expense Ratio | 0.68 | 1.95 | 35% |
| Fund Existence | 40 years | 32 years | - |
| Gain YTD | 0.715 | -3.530 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 640M | 51.6M | 1,240% |
| Annual Yield % from dividends | 0.93 | 0.01 | 17,465% |
| Returns for 1 year | 0.55 | 1.89 | 29% |
| Returns for 3 years | 20.58 | 5.22 | 394% |
| Returns for 5 years | 35.97 | -9.12 | -394% |
| Returns for 10 years | 102.82 | 17.86 | 576% |
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