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FSPHX vs PHSZX
FSPHX vs PHSZX Comparison Chart
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FSPHX vs. PHSZX commentary
Dec 19, 2024
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: 7.51B vs. PHSZX (1.71B). FSPHX (0.00) and PHSZX (0.00) have matching dividends . FSPHX was incepted earlier than PHSZX: FSPHX (43 years) vs PHSZX (25 years). PHSZX is a more actively managed with annual turnover of: 64.00 vs. FSPHX (40.00). FSPHX (0) and PHSZX (0) have matching initial minimum investment requirements. PHSZX annual gain was more profitable for investors over the last year : 10.01 vs. FSPHX (7.35). FSPHX return over 5 years is better than : 5.20 vs. PHSZX (2.84).
| FSPHX | PHSZX | FSPHX / PHSZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 43 years | 25 years | - |
| Gain YTD | 3.651 | 12.706 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.51B | 1.71B | 440% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.35 | 10.01 | 73% |
| Returns for 3 years | -4.79 | -16.03 | 30% |
| Returns for 5 years | 5.20 | 2.84 | 183% |
| Returns for 10 years | 34.71 | -15.05 | -231% |
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