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FSPHX vs PHSZX
FSPHX vs PHSZX Comparison
Open Charts FSPHX vs PHSZX
FSPHX vs PHSZX Comparison Chart in %
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FSPHX vs. PHSZX commentary
Aug 23, 2026
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: 6.3B vs. PHSZX (1.56B). FSPHX pays higher dividends than PHSZX: FSPHX (0.42) vs PHSZX (0.23). FSPHX was incepted earlier than PHSZX: FSPHX (45 years) vs PHSZX (27 years). PHSZX (0.88) is less costly to investors than FSPHX (0.62). PHSZX is a more actively managed with annual turnover of: 81.00 vs. FSPHX (69.00). FSPHX (0) and PHSZX (0) have matching initial minimum investment requirements. PHSZX annual gain was more profitable for investors over the last year : 27.02 vs. FSPHX (14.59). FSPHX return over 5 years is better than : -10.56 vs. PHSZX (-14.63).
| FSPHX | PHSZX | FSPHX / PHSZX | |
| Total Expense Ratio | 0.62 | 0.88 | 70% |
| Annual Report Gross Expense Ratio | 0.62 | 0.88 | 70% |
| Fund Existence | 45 years | 27 years | - |
| Gain YTD | 5.675 | 14.666 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 1.56B | 405% |
| Annual Yield % from dividends | 0.42 | 0.23 | 183% |
| Returns for 1 year | 14.59 | 27.02 | 54% |
| Returns for 3 years | 10.34 | 25.80 | 40% |
| Returns for 5 years | -10.56 | -14.63 | 72% |
| Returns for 10 years | 46.08 | 27.33 | 169% |
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