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FSPHX vs SCHLX
FSPHX vs SCHLX Comparison Chart in %
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FSPHX vs. SCHLX commentary
Aug 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 Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.74B vs. SCHLX (230M). SCHLX pays higher dividends than FSPHX: SCHLX (0.56) 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 (0.63). FSPHX is a more actively managed with annual turnover of: 40.00 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 : -12.63 vs. FSPHX (-15.85). SCHLX return over 5 years is better than : -7.56 vs. FSPHX (-20.07).
| FSPHX | SCHLX | FSPHX / SCHLX | |
| Total Expense Ratio | 0.63 | 1.06 | 59% |
| Annual Report Gross Expense Ratio | 0.63 | 1.06 | 59% |
| Fund Existence | 44 years | 27 years | - |
| Gain YTD | -8.330 | -5.346 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.74B | 230M | 2,493% |
| Annual Yield % from dividends | 0.02 | 0.56 | 3% |
| Returns for 1 year | -15.85 | -12.63 | 126% |
| Returns for 3 years | -10.48 | -1.27 | 824% |
| Returns for 5 years | -20.07 | -7.56 | 266% |
| Returns for 10 years | 5.50 | -18.47 | -30% |
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