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FSPHX vs PHSZX
FSPHX vs PHSZX Comparison Chart in %
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FSPHX vs. PHSZX commentary
Aug 18, 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 StrongBuy and PHSZX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.74B vs. PHSZX (1.33B). PHSZX pays higher dividends than FSPHX: PHSZX (0.85) vs FSPHX (0.02). FSPHX was incepted earlier than PHSZX: FSPHX (44 years) vs PHSZX (26 years). PHSZX (0.86) is less costly to investors than FSPHX (0.63). PHSZX is a more actively managed with annual turnover of: 79.00 vs. FSPHX (40.00). FSPHX (0) and PHSZX (0) have matching initial minimum investment requirements. FSPHX annual gain was more profitable for investors over the last year : -13.57 vs. PHSZX (-19.39). FSPHX return over 5 years is better than : -15.17 vs. PHSZX (-24.95).
| FSPHX | PHSZX | FSPHX / PHSZX | |
| Total Expense Ratio | 0.63 | 0.86 | 73% |
| Annual Report Gross Expense Ratio | 0.63 | 0.86 | 73% |
| Fund Existence | 44 years | 26 years | - |
| Gain YTD | -3.119 | -2.780 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.74B | 1.33B | 431% |
| Annual Yield % from dividends | 0.02 | 0.85 | 2% |
| Returns for 1 year | -13.57 | -19.39 | 70% |
| Returns for 3 years | -7.12 | 1.87 | -382% |
| Returns for 5 years | -15.17 | -24.95 | 61% |
| Returns for 10 years | 10.69 | -30.43 | -35% |
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