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FSPHX vs PHSZX
FSPHX vs PHSZX Comparison Chart in %
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FSPHX vs. PHSZX commentary
Oct 08, 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 Buy and PHSZX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.96B vs. PHSZX (1.42B). PHSZX pays higher dividends than FSPHX: PHSZX (0.79) 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. PHSZX annual gain was more profitable for investors over the last year : -7.74 vs. FSPHX (-9.53). FSPHX return over 5 years is better than : -14.37 vs. PHSZX (-24.23).
| 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 | 3.303 | 7.721 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.96B | 1.42B | 419% |
| Annual Yield % from dividends | 0.02 | 0.79 | 2% |
| Returns for 1 year | -9.53 | -7.74 | 123% |
| Returns for 3 years | 7.01 | 23.55 | 30% |
| Returns for 5 years | -14.37 | -24.23 | 59% |
| Returns for 10 years | 36.08 | -8.34 | -432% |
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