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FSPHX vs SWHFX
FSPHX vs SWHFX Comparison Chart
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FSPHX vs. SWHFX commentary
Feb 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: 7.05B vs. SWHFX (724M). 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 : -7.11 vs. SWHFX (-7.51). SWHFX return over 5 years is better than : -2.50 vs. FSPHX (-3.27).
| 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 | 4.697 | 7.318 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.05B | 724M | 974% |
| Annual Yield % from dividends | 0.00 | 0.79 | - |
| Returns for 1 year | -7.11 | -7.51 | 95% |
| Returns for 3 years | 4.60 | -1.04 | -441% |
| Returns for 5 years | -3.27 | -2.50 | 131% |
| Returns for 10 years | 21.95 | -3.71 | -591% |
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