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FBIOX or FSMAX or FSPHX
FBIOX vs FSMAX vs FSPHX Comparison
Open Charts FBIOX vs FSMAX vs FSPHX
FBIOX vs FSMAX vs FSPHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. FSPHX (5.78B) and FBIOX (5.27B). FBIOX pays higher dividends than FSMAX and FSPHX: FBIOX (1.64) vs FSMAX (0.50) and FSPHX (0.45). FBIOX was incepted earlier than FSMAX and FSPHX: FBIOX (41 years) vs FSMAX (15 years) and FSPHX (45 years). FSPHX (0.63) and FBIOX (0.62) is less costly to investors than FSMAX (0.04). FSPHX is a more actively managed with annual turnover of: 69.00 vs. FBIOX (45.00) and FSMAX (23.00). FBIOX (0), FSMAX (0) and FSPHX (0) have matching initial minimum investment requirements. FBIOX annual gain was more profitable for investors over the last year : 40.80 vs. FSMAX (30.17) and FSPHX (-1.71). FSMAX return over 5 years is better than : 37.64 vs. FBIOX (23.67) and FSPHX (-22.44).
| FBIOX | FSMAX | FSPHX | |
| Total Expense Ratio | 0.62 | 0.04 | 0.63 |
| Annual Report Gross Expense Ratio | 0.62 | 0.04 | 0.63 |
| Fund Existence | 41 years | 15 years | 45 years |
| Gain YTD | 0.040 | 15.029 | -13.005 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 0 | 0 | 0 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 5.27B | 42.7B | 5.78B |
| Annual Yield % from dividends | 1.64 | 0.50 | 0.45 |
| Returns for 1 year | 40.80 | 30.17 | -1.71 |
| Returns for 3 years | 52.85 | 71.75 | -12.71 |
| Returns for 5 years | 23.67 | 37.64 | -22.44 |
| Returns for 10 years | 41.92 | 141.34 | 27.02 |