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FSPHX vs SCHLX
FSPHX vs SCHLX Comparison
Open Charts FSPHX vs SCHLX
FSPHX vs SCHLX Comparison Chart in %
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FSPHX vs. SCHLX commentary
Jun 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 Hold and SCHLX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.78B vs. SCHLX (228M). FSPHX pays higher dividends than SCHLX: FSPHX (0.45) vs SCHLX (0.39). FSPHX was incepted earlier than SCHLX: FSPHX (45 years) vs SCHLX (28 years). SCHLX (1.05) is less costly to investors than FSPHX (0.63). FSPHX is a more actively managed with annual turnover of: 69.00 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 : 3.12 vs. FSPHX (-2.88). SCHLX return over 5 years is better than : -1.85 vs. FSPHX (-23.32).
| FSPHX | SCHLX | FSPHX / SCHLX | |
| Total Expense Ratio | 0.63 | 1.05 | 60% |
| Annual Report Gross Expense Ratio | 0.63 | 1.05 | 60% |
| Fund Existence | 45 years | 28 years | - |
| Gain YTD | -14.447 | -7.276 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.78B | 228M | 2,536% |
| Annual Yield % from dividends | 0.45 | 0.39 | 115% |
| Returns for 1 year | -2.88 | 3.12 | -92% |
| Returns for 3 years | -14.19 | 3.26 | -436% |
| Returns for 5 years | -23.32 | -1.85 | 1,261% |
| Returns for 10 years | 24.79 | 13.43 | 185% |
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