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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
Sep 13, 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: 6.75B vs. PHSZX (1.47B). FSPHX pays higher dividends than PHSZX: FSPHX (0.39) vs PHSZX (0.22). 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 : 16.69 vs. FSPHX (6.37). FSPHX return over 5 years is better than : -15.45 vs. PHSZX (-19.57).
| 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 | 1.524 | 9.060 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.75B | 1.47B | 461% |
| Annual Yield % from dividends | 0.39 | 0.22 | 178% |
| Returns for 1 year | 6.37 | 16.69 | 38% |
| Returns for 3 years | 4.93 | 16.83 | 29% |
| Returns for 5 years | -15.45 | -19.57 | 79% |
| Returns for 10 years | 46.10 | 25.70 | 179% |
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