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FSHOX vs USLUX
FSHOX vs USLUX Comparison
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FSHOX vs USLUX Comparison Chart in %
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FSHOX vs. USLUX 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 USLUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSHOX has more cash in the bank: 640M vs. USLUX (52M). 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 : -0.56 vs. FSHOX (-4.09). FSHOX return over 5 years is better than : 34.01 vs. USLUX (-5.01).
| 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 | 0.648 | -2.613 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 640M | 52M | 1,231% |
| Annual Yield % from dividends | 0.93 | 0.01 | 17,465% |
| Returns for 1 year | -4.09 | -0.56 | 735% |
| Returns for 3 years | 27.20 | 13.50 | 202% |
| Returns for 5 years | 34.01 | -5.01 | -678% |
| Returns for 10 years | 104.16 | 17.04 | 611% |
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