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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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.37B vs. PHSZX (1.51B). FSPHX pays higher dividends than PHSZX: FSPHX (0.41) 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 : 23.34 vs. FSPHX (10.22). FSPHX return over 5 years is better than : -14.87 vs. PHSZX (-16.36).
| 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 | -1.326 | 9.849 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.37B | 1.51B | 423% |
| Annual Yield % from dividends | 0.41 | 0.23 | 184% |
| Returns for 1 year | 10.22 | 23.34 | 44% |
| Returns for 3 years | 0.21 | 17.47 | 1% |
| Returns for 5 years | -14.87 | -16.36 | 91% |
| Returns for 10 years | 41.70 | 27.88 | 150% |
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