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FSPHX vs PHLCX
FSPHX vs PHLCX Comparison Chart in %
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FSPHX vs. PHLCX commentary
Aug 16, 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 StrongBuy and PHLCX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.74B vs. PHLCX (1.32B). PHLCX pays higher dividends than FSPHX: PHLCX (1.44) 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 : -14.45 vs. PHLCX (-37.27). FSPHX return over 5 years is better than : -16.04 vs. PHLCX (-66.37).
| 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 | -4.110 | -4.636 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.74B | 1.32B | 435% |
| Annual Yield % from dividends | 0.02 | 1.44 | 1% |
| Returns for 1 year | -14.45 | -37.27 | 39% |
| Returns for 3 years | -8.07 | -29.36 | 28% |
| Returns for 5 years | -16.04 | -66.37 | 24% |
| Returns for 10 years | 9.56 | -74.31 | -13% |
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