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FACTX vs FSPHX
FACTX vs FSPHX Comparison Chart in %
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FACTX vs. FSPHX commentary
Jul 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 FACTX is a Buy and FSPHX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.92B vs. FACTX (3.35B). FSPHX pays higher dividends than FACTX: FSPHX (0.02) vs FACTX (0.00). FACTX was incepted earlier than FSPHX: FACTX (29 years) vs FSPHX (44 years). FACTX (1.18) is less costly to investors than FSPHX (0.63). FSPHX is a more actively managed with annual turnover of: 40.00 vs. FACTX (37.00). FACTX (0) and FSPHX (0) have matching initial minimum investment requirements. FSPHX annual gain was more profitable for investors over the last year : -9.98 vs. FACTX (-13.75). FACTX return over 5 years is better than : -13.95 vs. FSPHX (-15.46).
| FACTX | FSPHX | FACTX / FSPHX | |
| Total Expense Ratio | 1.18 | 0.63 | 187% |
| Annual Report Gross Expense Ratio | 1.18 | 0.63 | 187% |
| Fund Existence | 29 years | 44 years | - |
| Gain YTD | -3.697 | -5.798 | 64% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 5.92B | 57% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -13.75 | -9.98 | 138% |
| Returns for 3 years | -2.88 | -0.60 | 478% |
| Returns for 5 years | -13.95 | -15.46 | 90% |
| Returns for 10 years | 16.14 | 8.52 | 189% |
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