Ad is loading...
FSPHX vs PHSZX
FSPHX vs PHSZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSPHX vs. PHSZX commentary
Apr 05, 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 PHSZX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.42B vs. PHSZX (1.48B). PHSZX pays higher dividends than FSPHX: PHSZX (0.83) 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 (0.65). PHSZX is a more actively managed with annual turnover of: 79.00 vs. FSPHX (46.00). FSPHX (0) and PHSZX (0) have matching initial minimum investment requirements. FSPHX annual gain was more profitable for investors over the last year : -9.61 vs. PHSZX (-15.30). FSPHX return over 5 years is better than : 10.17 vs. PHSZX (2.83).
| FSPHX | PHSZX | FSPHX / PHSZX | |
| Total Expense Ratio | 0.65 | 0.86 | 76% |
| Annual Report Gross Expense Ratio | 0.65 | 0.86 | 76% |
| Fund Existence | 44 years | 26 years | - |
| Gain YTD | -1.064 | -4.090 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.42B | 1.48B | 433% |
| Annual Yield % from dividends | 0.02 | 0.83 | 2% |
| Returns for 1 year | -9.61 | -15.30 | 63% |
| Returns for 3 years | -10.12 | -4.44 | 228% |
| Returns for 5 years | 10.17 | 2.83 | 360% |
| Returns for 10 years | 11.87 | -26.66 | -45% |
View a ticker or compare two or three
VS
VS
Ad is loading...