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FSPHX vs PHLAX
FSPHX vs PHLAX Comparison Chart
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FSPHX vs. PHLAX commentary
May 23, 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: 6.2B vs. PHLAX (1.34B). PHLAX pays higher dividends than FSPHX: PHLAX (0.80) 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 : -14.20 vs. PHLAX (-23.08). FSPHX return over 5 years is better than : -14.75 vs. PHLAX (-34.61).
| 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 | -9.174 | -9.629 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 1.34B | 463% |
| Annual Yield % from dividends | 0.02 | 0.80 | 2% |
| Returns for 1 year | -14.20 | -23.08 | 62% |
| Returns for 3 years | -2.27 | -2.77 | 82% |
| Returns for 5 years | -14.75 | -34.61 | 43% |
| Returns for 10 years | 3.75 | -44.31 | -8% |