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FSPHX vs PHLQX
FSPHX vs PHLQX Comparison Chart in %
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FSPHX vs. PHLQX commentary
Aug 08, 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 PHLQX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.74B vs. PHLQX (1.29B). PHLQX pays higher dividends than FSPHX: PHLQX (0.93) vs FSPHX (0.02). FSPHX was incepted earlier than PHLQX: FSPHX (44 years) vs PHLQX (10 years). PHLQX (0.77) is less costly to investors than FSPHX (0.63). PHLQX is a more actively managed with annual turnover of: 79.00 vs. FSPHX (40.00). FSPHX (0) and PHLQX (0) have matching initial minimum investment requirements. FSPHX annual gain was more profitable for investors over the last year : -13.02 vs. PHLQX (-16.77). FSPHX return over 5 years is better than : -19.49 vs. PHLQX (-27.56).
| FSPHX | PHLQX | FSPHX / PHLQX | |
| Total Expense Ratio | 0.63 | 0.77 | 82% |
| Annual Report Gross Expense Ratio | 0.63 | 0.77 | 82% |
| Fund Existence | 44 years | 10 years | - |
| Gain YTD | -7.670 | -6.369 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.74B | 1.29B | 445% |
| Annual Yield % from dividends | 0.02 | 0.93 | 2% |
| Returns for 1 year | -13.02 | -16.77 | 78% |
| Returns for 3 years | -10.77 | 0.54 | -1,982% |
| Returns for 5 years | -19.49 | -27.56 | 71% |
| Returns for 10 years | 5.32 | N/A | - |
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