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FSPHX vs PHSZX
FSPHX vs PHSZX Comparison Chart
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FSPHX vs. PHSZX commentary
May 23, 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: 6.2B vs. PHSZX (1.34B). 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 (0.63). 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 : -14.20 vs. PHSZX (-20.64). FSPHX return over 5 years is better than : -14.75 vs. PHSZX (-25.37).
| 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 | -9.174 | -9.513 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 1.34B | 463% |
| Annual Yield % from dividends | 0.02 | 0.83 | 2% |
| Returns for 1 year | -14.20 | -20.64 | 69% |
| Returns for 3 years | -2.27 | 2.29 | -99% |
| Returns for 5 years | -14.75 | -25.37 | 58% |
| Returns for 10 years | 3.75 | -33.33 | -11% |
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