Interact to see
Advertisement
Advertisement
FSHOX vs USLUX
FSHOX vs USLUX Comparison
Open Charts FSHOX vs USLUX
FSHOX vs USLUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSHOX vs. USLUX commentary
Jul 14, 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 StrongBuy and USLUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSHOX has more cash in the bank: 700M vs. USLUX (51.1M). FSHOX pays higher dividends than USLUX: FSHOX (0.86) 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). FSHOX annual gain was more profitable for investors over the last year : 2.59 vs. USLUX (-5.48). FSHOX return over 5 years is better than : 42.94 vs. USLUX (-9.35).
| 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 | 3.025 | -5.273 | -57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 700M | 51.1M | 1,370% |
| Annual Yield % from dividends | 0.86 | 0.01 | 16,130% |
| Returns for 1 year | 2.59 | -5.48 | -47% |
| Returns for 3 years | 26.40 | 1.85 | 1,424% |
| Returns for 5 years | 42.94 | -9.35 | -459% |
| Returns for 10 years | 108.65 | 18.44 | 589% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement