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FSPHX vs PHLQX
FSPHX vs PHLQX Comparison
Open Charts FSPHX vs PHLQX
FSPHX vs PHLQX Comparison Chart in %
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FSPHX vs. PHLQX commentary
Sep 13, 2026
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: 6.75B vs. PHLQX (1.47B). FSPHX pays higher dividends than PHLQX: FSPHX (0.39) vs PHLQX (0.28). FSPHX was incepted earlier than PHLQX: FSPHX (45 years) vs PHLQX (11 years). PHLQX (0.80) is less costly to investors than FSPHX (0.62). PHLQX is a more actively managed with annual turnover of: 81.00 vs. FSPHX (69.00). FSPHX (0) and PHLQX (0) have matching initial minimum investment requirements. PHLQX annual gain was more profitable for investors over the last year : 16.96 vs. FSPHX (6.37). FSPHX return over 5 years is better than : -15.45 vs. PHLQX (-18.88).
| FSPHX | PHLQX | FSPHX / PHLQX | |
| Total Expense Ratio | 0.62 | 0.80 | 77% |
| Annual Report Gross Expense Ratio | 0.62 | 0.80 | 77% |
| Fund Existence | 45 years | 11 years | - |
| Gain YTD | 1.524 | 9.148 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.75B | 1.47B | 461% |
| Annual Yield % from dividends | 0.39 | 0.28 | 139% |
| Returns for 1 year | 6.37 | 16.96 | 38% |
| Returns for 3 years | 4.93 | 17.44 | 28% |
| Returns for 5 years | -15.45 | -18.88 | 82% |
| Returns for 10 years | 46.10 | 27.31 | 169% |
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