Interact to see
Advertisement
Advertisement
FSMEX vs FSPHX
FSMEX vs FSPHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMEX vs. FSPHX commentary
Jul 05, 2025
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 FSMEX is a StrongBuy and FSPHX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.92B vs. FSMEX (4.48B). FSPHX pays higher dividends than FSMEX: FSPHX (0.02) vs FSMEX (0.00). FSMEX was incepted earlier than FSPHX: FSMEX (27 years) vs FSPHX (44 years). FSMEX (0.63) and FSPHX (0.63) have similar cost to investors . FSPHX is a more actively managed with annual turnover of: 40.00 vs. FSMEX (31.00). FSMEX (0) and FSPHX (0) have matching initial minimum investment requirements. FSMEX annual gain was more profitable for investors over the last year : -1.79 vs. FSPHX (-9.98). FSMEX return over 5 years is better than : -3.85 vs. FSPHX (-15.46).
| FSMEX | FSPHX | FSMEX / FSPHX | |
| Total Expense Ratio | 0.63 | 0.63 | 100% |
| Annual Report Gross Expense Ratio | 0.63 | 0.63 | 100% |
| Fund Existence | 27 years | 44 years | - |
| Gain YTD | -2.910 | -5.798 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48B | 5.92B | 76% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -1.79 | -9.98 | 18% |
| Returns for 3 years | 3.25 | -0.60 | -539% |
| Returns for 5 years | -3.85 | -15.46 | 25% |
| Returns for 10 years | 58.56 | 8.52 | 688% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GXXAX | 12.20 | 0.11 | +0.91% |
| abrdn US Sustainable Leaders A | |||
| MAPCX | 15.26 | 0.08 | +0.53% |
| BlackRock Sustainable Em Mkts Eq Ins | |||
| RPTIX | 102.43 | 0.43 | +0.42% |
| T. Rowe Price Mid-Cap Growth I | |||
| GAOTX | 21.55 | 0.04 | +0.19% |
| JPMorgan Global Allocation R3 | |||
| TEUIX | 27.02 | -0.04 | -0.15% |
| T. Rowe Price European Stock I | |||