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FSPHX vs PHLCX
FSPHX vs PHLCX Comparison Chart in %
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FSPHX vs. PHLCX commentary
Jul 17, 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 Hold and PHLCX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.92B vs. PHLCX (1.37B). PHLCX pays higher dividends than FSPHX: PHLCX (1.43) vs FSPHX (0.02). FSPHX was incepted earlier than PHLCX: FSPHX (44 years) vs PHLCX (26 years). PHLCX (1.96) is less costly to investors than FSPHX (0.63). PHLCX is a more actively managed with annual turnover of: 79.00 vs. FSPHX (40.00). FSPHX has a lower initial minimum investment than PHLCX: FSPHX (0) vs PHLCX (1000). FSPHX annual gain was more profitable for investors over the last year : -14.07 vs. PHLCX (-36.90). FSPHX return over 5 years is better than : -16.73 vs. PHLCX (-66.02).
| FSPHX | PHLCX | FSPHX / PHLCX | |
| Total Expense Ratio | 0.63 | 1.96 | 32% |
| Annual Report Gross Expense Ratio | 0.63 | 1.96 | 32% |
| Fund Existence | 44 years | 26 years | - |
| Gain YTD | -5.725 | -3.677 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 1.37B | 432% |
| Annual Yield % from dividends | 0.02 | 1.43 | 1% |
| Returns for 1 year | -14.07 | -36.90 | 38% |
| Returns for 3 years | -2.60 | -25.47 | 10% |
| Returns for 5 years | -16.73 | -66.02 | 25% |
| Returns for 10 years | 4.82 | -75.63 | -6% |
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