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FSPHX vs PHLAX
FSPHX vs PHLAX Comparison Chart
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FSPHX vs. PHLAX commentary
Jun 14, 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 FSPHX is a Buy and PHLAX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.86B vs. PHLAX (1.41B). PHLAX pays higher dividends than FSPHX: PHLAX (0.84) vs FSPHX (0.02). FSPHX was incepted earlier than PHLAX: FSPHX (44 years) vs PHLAX (26 years). PHLAX (1.13) is less costly to investors than FSPHX (0.63). PHLAX is a more actively managed with annual turnover of: 79.00 vs. FSPHX (40.00). FSPHX has a lower initial minimum investment than PHLAX: FSPHX (0) vs PHLAX (1000). FSPHX annual gain was more profitable for investors over the last year : -11.63 vs. PHLAX (-18.47). FSPHX return over 5 years is better than : -10.17 vs. PHLAX (-27.97).
| FSPHX | PHLAX | FSPHX / PHLAX | |
| Total Expense Ratio | 0.63 | 1.13 | 56% |
| Annual Report Gross Expense Ratio | 0.63 | 1.13 | 56% |
| Fund Existence | 44 years | 26 years | - |
| Gain YTD | -6.165 | -3.357 | 184% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.86B | 1.41B | 416% |
| Annual Yield % from dividends | 0.02 | 0.84 | 2% |
| Returns for 1 year | -11.63 | -18.47 | 63% |
| Returns for 3 years | 9.95 | 11.63 | 86% |
| Returns for 5 years | -10.17 | -27.97 | 36% |
| Returns for 10 years | 8.56 | -41.39 | -21% |
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