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FSPHX vs PHLCX
FSPHX vs PHLCX Comparison Chart
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FSPHX vs. PHLCX commentary
Jun 06, 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 PHLCX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.86B vs. PHLCX (1.37B). PHLCX pays higher dividends than FSPHX: PHLCX (1.47) 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 : -12.57 vs. PHLCX (-35.34). FSPHX return over 5 years is better than : -14.14 vs. PHLCX (-64.86).
| 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 | -7.486 | -6.954 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.86B | 1.37B | 429% |
| Annual Yield % from dividends | 0.02 | 1.47 | 1% |
| Returns for 1 year | -12.57 | -35.34 | 36% |
| Returns for 3 years | 0.18 | -25.74 | -1% |
| Returns for 5 years | -14.14 | -64.86 | 22% |
| Returns for 10 years | 7.14 | -74.48 | -10% |
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