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FSMEX vs FSPHX
FSMEX vs FSPHX Comparison Chart in %
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FSMEX vs. FSPHX commentary
Aug 29, 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 Hold and FSPHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.74B vs. FSMEX (4.24B). 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 : -9.13 vs. FSPHX (-14.90). FSMEX return over 5 years is better than : -12.31 vs. FSPHX (-14.48).
| 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 | -3.312 | -2.239 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.24B | 5.74B | 74% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -9.13 | -14.90 | 61% |
| Returns for 3 years | 0.35 | -1.35 | -26% |
| Returns for 5 years | -12.31 | -14.48 | 85% |
| Returns for 10 years | 63.22 | 19.15 | 330% |
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