Interact to see
Advertisement
Advertisement
FSPHX vs PHSZX
FSPHX vs PHSZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSPHX vs. PHSZX commentary
Jul 06, 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: 5.92B vs. PHSZX (1.36B). 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 : -9.98 vs. PHSZX (-15.56). FSPHX return over 5 years is better than : -15.46 vs. PHSZX (-24.91).
| 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 | -5.798 | -4.458 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 1.36B | 435% |
| Annual Yield % from dividends | 0.02 | 0.85 | 2% |
| Returns for 1 year | -9.98 | -15.56 | 64% |
| Returns for 3 years | -0.60 | 5.61 | -11% |
| Returns for 5 years | -15.46 | -24.91 | 62% |
| Returns for 10 years | 8.52 | -31.66 | -27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AMPCX | 34.92 | 0.36 | +1.04% |
| American Funds AMCAP C | |||
| CBSLX | 26.90 | 0.25 | +0.94% |
| ClearBridge Sustainability Leaders R | |||
| MFVNX | 12.55 | 0.07 | +0.56% |
| MassMutual Equity Opports R3 | |||
| EPLKX | 21.57 | 0.12 | +0.56% |
| NYLI Epoch U.S. Equity Yield Class C | |||
| OSMCX | 36.25 | -0.08 | -0.22% |
| Invesco International Small-Mid Com C | |||