Interact to see
Advertisement
Advertisement
FSPHX vs PHLAX
FSPHX vs PHLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSPHX vs. PHLAX commentary
Oct 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 FSPHX is a Buy and PHLAX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.96B vs. PHLAX (1.42B). PHLAX pays higher dividends than FSPHX: PHLAX (0.76) 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 (-10.90) and PHLAX (-11.24) have marching annual gain over last year. FSPHX return over 5 years is better than : -10.69 vs. PHLAX (-30.71).
| 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 | 2.165 | 7.420 | 29% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.96B | 1.42B | 419% |
| Annual Yield % from dividends | 0.02 | 0.76 | 2% |
| Returns for 1 year | -10.90 | -11.24 | 97% |
| Returns for 3 years | 2.07 | 14.17 | 15% |
| Returns for 5 years | -10.69 | -30.71 | 35% |
| Returns for 10 years | 37.08 | -22.29 | -166% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement