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FSPHX vs SWHFX
FSPHX vs SWHFX Comparison Chart
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FSPHX vs. SWHFX commentary
Jun 14, 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: 5.86B vs. SWHFX (660M). SWHFX pays higher dividends than FSPHX: SWHFX (0.71) 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 : -11.63 vs. SWHFX (-13.29). SWHFX return over 5 years is better than : -3.02 vs. FSPHX (-10.17).
| 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 | -6.165 | 2.497 | -247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.86B | 660M | 888% |
| Annual Yield % from dividends | 0.02 | 0.71 | 3% |
| Returns for 1 year | -11.63 | -13.29 | 87% |
| Returns for 3 years | 9.95 | 0.31 | 3,171% |
| Returns for 5 years | -10.17 | -3.02 | 337% |
| Returns for 10 years | 8.56 | -11.65 | -73% |
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