Ad is loading...
FSPHX vs SWHFX
FSPHX vs SWHFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSPHX vs. SWHFX commentary
Apr 11, 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: 6.42B vs. SWHFX (670M). SWHFX pays higher dividends than FSPHX: SWHFX (0.66) 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 (0.65). SWHFX is a more actively managed with annual turnover of: 64.00 vs. FSPHX (46.00). FSPHX (0) and SWHFX (0) have matching initial minimum investment requirements. SWHFX annual gain was more profitable for investors over the last year : -14.73 vs. FSPHX (-17.51). FSPHX return over 5 years is better than : -3.60 vs. SWHFX (-4.46).
| FSPHX | SWHFX | FSPHX / SWHFX | |
| Total Expense Ratio | 0.65 | 0.79 | 82% |
| Annual Report Gross Expense Ratio | 0.65 | 0.79 | 82% |
| Fund Existence | 44 years | 25 years | - |
| Gain YTD | -8.807 | -2.884 | 305% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.42B | 670M | 957% |
| Annual Yield % from dividends | 0.02 | 0.66 | 3% |
| Returns for 1 year | -17.51 | -14.73 | 119% |
| Returns for 3 years | -16.12 | -19.68 | 82% |
| Returns for 5 years | -3.60 | -4.46 | 81% |
| Returns for 10 years | 3.99 | -16.47 | -24% |
View a ticker or compare two or three
VS
VS
Ad is loading...