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FSPHX vs SWHFX
FSPHX vs SWHFX Comparison Chart in %
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FSPHX vs. SWHFX commentary
Jul 26, 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 Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.92B vs. SWHFX (644M). SWHFX pays higher dividends than FSPHX: SWHFX (0.70) 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 (-13.83) and SWHFX (-14.45) have marching annual gain over last year. SWHFX return over 5 years is better than : -9.56 vs. FSPHX (-16.43).
| 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 | -5.651 | 2.626 | -215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 644M | 920% |
| Annual Yield % from dividends | 0.02 | 0.70 | 3% |
| Returns for 1 year | -13.83 | -14.45 | 96% |
| Returns for 3 years | -4.48 | -7.99 | 56% |
| Returns for 5 years | -16.43 | -9.56 | 172% |
| Returns for 10 years | 5.58 | -14.56 | -38% |
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