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FSPHX vs PHLQX
FSPHX vs PHLQX Comparison Chart in %
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FSPHX vs. PHLQX commentary
Jul 01, 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 PHLQX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.86B vs. PHLQX (1.36B). PHLQX pays higher dividends than FSPHX: PHLQX (0.96) vs FSPHX (0.02). FSPHX was incepted earlier than PHLQX: FSPHX (44 years) vs PHLQX (9 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 : -11.60 vs. PHLQX (-17.16). FSPHX return over 5 years is better than : -15.03 vs. PHLQX (-24.63).
| 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 | 9 years | - |
| Gain YTD | -5.908 | -5.369 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.86B | 1.36B | 431% |
| Annual Yield % from dividends | 0.02 | 0.96 | 2% |
| Returns for 1 year | -11.60 | -17.16 | 68% |
| Returns for 3 years | -0.72 | 4.97 | -14% |
| Returns for 5 years | -15.03 | -24.63 | 61% |
| Returns for 10 years | 8.42 | N/A | - |
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