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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.78B vs. PHLQX (1.36B). FSPHX pays higher dividends than PHLQX: FSPHX (0.45) vs PHLQX (0.31). FSPHX was incepted earlier than PHLQX: FSPHX (45 years) vs PHLQX (10 years). PHLQX (0.80) is less costly to investors than FSPHX (0.63). 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 : 14.56 vs. FSPHX (-2.88). PHLQX return over 5 years is better than : -18.34 vs. FSPHX (-23.32).
| FSPHX | PHLQX | FSPHX / PHLQX | |
| Total Expense Ratio | 0.63 | 0.80 | 79% |
| Annual Report Gross Expense Ratio | 0.63 | 0.80 | 79% |
| Fund Existence | 45 years | 10 years | - |
| Gain YTD | -14.447 | -1.497 | 965% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.78B | 1.36B | 425% |
| Annual Yield % from dividends | 0.45 | 0.31 | 147% |
| Returns for 1 year | -2.88 | 14.56 | -20% |
| Returns for 3 years | -14.19 | 6.95 | -204% |
| Returns for 5 years | -23.32 | -18.34 | 127% |
| Returns for 10 years | 24.79 | 14.37 | 173% |
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