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FSPHX vs SWHFX
FSPHX vs SWHFX Comparison Chart
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FSPHX vs. SWHFX commentary
Jan 19, 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 StrongBuy and SWHFX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.78B vs. SWHFX (697M). SWHFX pays higher dividends than FSPHX: SWHFX (0.79) vs FSPHX (0.00). FSPHX was incepted earlier than SWHFX: FSPHX (44 years) vs SWHFX (25 years). SWHFX is a more actively managed with annual turnover of: 53.00 vs. FSPHX (40.00). FSPHX (0) and SWHFX (0) have matching initial minimum investment requirements. FSPHX annual gain was more profitable for investors over the last year : -3.06 vs. SWHFX (-8.46). FSPHX return over 5 years is better than : -4.82 vs. SWHFX (-9.09).
| FSPHX | SWHFX | FSPHX / SWHFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 44 years | 25 years | - |
| Gain YTD | 1.835 | 1.248 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 697M | 972% |
| Annual Yield % from dividends | 0.00 | 0.79 | - |
| Returns for 1 year | -3.06 | -8.46 | 36% |
| Returns for 3 years | -1.51 | -10.18 | 15% |
| Returns for 5 years | -4.82 | -9.09 | 53% |
| Returns for 10 years | 24.91 | -6.09 | -409% |
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