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FSPHX vs PHLCX
FSPHX vs PHLCX Comparison Chart
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FSPHX vs. PHLCX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.42B vs. PHLCX (1.48B). PHLCX pays higher dividends than FSPHX: PHLCX (1.40) 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 (0.65). PHLCX is a more actively managed with annual turnover of: 79.00 vs. FSPHX (46.00). 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 : -9.61 vs. PHLCX (-33.22). FSPHX return over 5 years is better than : 10.17 vs. PHLCX (-53.31).
| FSPHX | PHLCX | FSPHX / PHLCX | |
| Total Expense Ratio | 0.65 | 1.96 | 33% |
| Annual Report Gross Expense Ratio | 0.65 | 1.96 | 33% |
| Fund Existence | 44 years | 26 years | - |
| Gain YTD | -1.064 | -4.317 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.42B | 1.48B | 433% |
| Annual Yield % from dividends | 0.02 | 1.40 | 1% |
| Returns for 1 year | -9.61 | -33.22 | 29% |
| Returns for 3 years | -10.12 | -32.88 | 31% |
| Returns for 5 years | 10.17 | -53.31 | -19% |
| Returns for 10 years | 11.87 | -72.56 | -16% |
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