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FSPHX vs PHLQX
FSPHX vs PHLQX Comparison Chart
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FSPHX vs. PHLQX commentary
May 12, 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 Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.2B vs. PHLQX (1.35B). PHLQX pays higher dividends than FSPHX: PHLQX (0.91) 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 : -12.55 vs. PHLQX (-19.25). FSPHX return over 5 years is better than : -12.03 vs. PHLQX (-21.96).
| 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 | -7.817 | -9.759 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 1.35B | 459% |
| Annual Yield % from dividends | 0.02 | 0.91 | 2% |
| Returns for 1 year | -12.55 | -19.25 | 65% |
| Returns for 3 years | 3.43 | 6.38 | 54% |
| Returns for 5 years | -12.03 | -21.96 | 55% |
| Returns for 10 years | 7.89 | N/A | - |
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