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FSPHX vs PHSZX
FSPHX vs PHSZX Comparison Chart in %
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FSPHX vs. PHSZX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.22B vs. PHSZX (1.5B). PHSZX pays higher dividends than FSPHX: PHSZX (0.73) 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 : 4.84 vs. FSPHX (0.02). FSPHX return over 5 years is better than : -8.84 vs. PHSZX (-18.35).
| 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 | 10.532 | 17.119 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 1.5B | 415% |
| Annual Yield % from dividends | 0.02 | 0.73 | 2% |
| Returns for 1 year | 0.02 | 4.84 | 0% |
| Returns for 3 years | 10.47 | 27.50 | 38% |
| Returns for 5 years | -8.84 | -18.35 | 48% |
| Returns for 10 years | 39.34 | -2.82 | -1,397% |
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