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FSPHX vs PHSZX
FSPHX vs PHSZX Comparison Chart
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FSPHX vs. PHSZX commentary
Jun 13, 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: 5.86B vs. PHSZX (1.4B). PHSZX pays higher dividends than FSPHX: PHSZX (0.87) 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 : -12.16 vs. PHSZX (-16.09). FSPHX return over 5 years is better than : -10.28 vs. PHSZX (-18.27).
| 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 | -6.275 | -3.791 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.86B | 1.4B | 418% |
| Annual Yield % from dividends | 0.02 | 0.87 | 2% |
| Returns for 1 year | -12.16 | -16.09 | 76% |
| Returns for 3 years | 8.88 | 15.70 | 57% |
| Returns for 5 years | -10.28 | -18.27 | 56% |
| Returns for 10 years | 8.51 | -30.05 | -28% |
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