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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 03, 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 StrongBuy and PHSZX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.3B vs. PHSZX (1.46B). 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 : 23.33 vs. FSPHX (7.89). FSPHX return over 5 years is better than : -18.25 vs. PHSZX (-19.81).
| 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 | -3.753 | 7.269 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 1.46B | 432% |
| Annual Yield % from dividends | 0.42 | 0.23 | 183% |
| Returns for 1 year | 7.89 | 23.33 | 34% |
| Returns for 3 years | -3.29 | 16.90 | -19% |
| Returns for 5 years | -18.25 | -19.81 | 92% |
| Returns for 10 years | 34.42 | 19.90 | 173% |
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