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FSPHX vs SCHLX
FSPHX vs SCHLX Comparison Chart
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FSPHX vs. SCHLX commentary
Apr 10, 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 Hold and SCHLX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.42B vs. SCHLX (257M). SCHLX pays higher dividends than FSPHX: SCHLX (0.52) vs FSPHX (0.02). FSPHX was incepted earlier than SCHLX: FSPHX (44 years) vs SCHLX (27 years). SCHLX (1.06) is less costly to investors than FSPHX (0.65). FSPHX is a more actively managed with annual turnover of: 46.00 vs. SCHLX (1.00). FSPHX has a lower initial minimum investment than SCHLX: FSPHX (0) vs SCHLX (2500). SCHLX annual gain was more profitable for investors over the last year : -5.63 vs. FSPHX (-16.06). SCHLX return over 5 years is better than : 8.72 vs. FSPHX (-2.55).
| FSPHX | SCHLX | FSPHX / SCHLX | |
| Total Expense Ratio | 0.65 | 1.06 | 61% |
| Annual Report Gross Expense Ratio | 0.65 | 1.06 | 61% |
| Fund Existence | 44 years | 27 years | - |
| Gain YTD | -7.817 | -3.868 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.42B | 257M | 2,496% |
| Annual Yield % from dividends | 0.02 | 0.52 | 3% |
| Returns for 1 year | -16.06 | -5.63 | 285% |
| Returns for 3 years | -15.21 | -8.15 | 187% |
| Returns for 5 years | -2.55 | 8.72 | -29% |
| Returns for 10 years | 5.12 | -15.01 | -34% |
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