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FSPHX vs SWHFX
FSPHX vs SWHFX Comparison Chart in %
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FSPHX vs. SWHFX commentary
Sep 07, 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: 5.88B vs. SWHFX (636M). SWHFX pays higher dividends than FSPHX: SWHFX (0.69) 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 : -13.02 vs. SWHFX (-16.56). SWHFX return over 5 years is better than : -8.64 vs. FSPHX (-10.60).
| 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 | 0.110 | 4.133 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.88B | 636M | 925% |
| Annual Yield % from dividends | 0.02 | 0.69 | 2% |
| Returns for 1 year | -13.02 | -16.56 | 79% |
| Returns for 3 years | 3.23 | -0.52 | -622% |
| Returns for 5 years | -10.60 | -8.64 | 123% |
| Returns for 10 years | 21.79 | -7.43 | -293% |
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|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BND | 74.27 | 0.35 | +0.47% |
| Vanguard Total Bond Market ETF | |||
| INEQ | 37.42 | 0.14 | +0.39% |
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| BSMS | 23.44 | 0.09 | +0.36% |
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| HTD | 24.50 | 0.03 | +0.12% |
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| AHLT | 22.78 | -0.08 | -0.33% |
| American Beacon AHL Trend ETF | |||