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FSPHX vs SWHFX
FSPHX vs SWHFX Comparison Chart
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FSPHX vs. SWHFX commentary
May 23, 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 Buy and SWHFX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.2B vs. SWHFX (649M). SWHFX pays higher dividends than FSPHX: SWHFX (0.68) 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. FSPHX annual gain was more profitable for investors over the last year : -12.07 vs. SWHFX (-15.25). SWHFX return over 5 years is better than : -7.81 vs. FSPHX (-12.51).
| 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 | -6.789 | -0.474 | 1,434% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 649M | 956% |
| Annual Yield % from dividends | 0.02 | 0.68 | 3% |
| Returns for 1 year | -12.07 | -15.25 | 79% |
| Returns for 3 years | 1.05 | -9.53 | -11% |
| Returns for 5 years | -12.51 | -7.81 | 160% |
| Returns for 10 years | 6.47 | -15.48 | -42% |
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