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FSPHX vs SWHFX
FSPHX vs SWHFX Comparison Chart in %
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FSPHX vs. SWHFX commentary
Nov 20, 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 SWHFX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.22B vs. SWHFX (672M). SWHFX pays higher dividends than FSPHX: SWHFX (0.66) vs FSPHX (0.02). FSPHX was incepted earlier than SWHFX: FSPHX (44 years) vs SWHFX (25 years). SWHFX (0.79) is less costly to investors than FSPHX (0.63). SWHFX is a more actively managed with annual turnover of: 64.00 vs. FSPHX (40.00). FSPHX (0) and SWHFX (0) have matching initial minimum investment requirements. SWHFX annual gain was more profitable for investors over the last year : 2.47 vs. FSPHX (0.02). SWHFX return over 5 years is better than : -2.43 vs. FSPHX (-8.84).
| FSPHX | SWHFX | FSPHX / SWHFX | |
| Total Expense Ratio | 0.63 | 0.79 | 80% |
| Annual Report Gross Expense Ratio | 0.63 | 0.79 | 80% |
| Fund Existence | 44 years | 25 years | - |
| Gain YTD | 10.532 | 14.120 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 672M | 925% |
| Annual Yield % from dividends | 0.02 | 0.66 | 2% |
| Returns for 1 year | 0.02 | 2.47 | 1% |
| Returns for 3 years | 10.47 | 0.55 | 1,891% |
| Returns for 5 years | -8.84 | -2.43 | 364% |
| Returns for 10 years | 39.34 | 2.81 | 1,401% |
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