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FBDIX vs FSPHX
FBDIX vs FSPHX Comparison Chart in %
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FBDIX vs. FSPHX commentary
Jan 15, 2026
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 FBDIX is a Hold and FSPHX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.36B vs. FBDIX (1.01B). FBDIX pays higher dividends than FSPHX: FBDIX (1.94) vs FSPHX (0.43). FBDIX was incepted earlier than FSPHX: FBDIX (28 years) vs FSPHX (45 years). FBDIX (1.03) is less costly to investors than FSPHX (0.63). FSPHX is a more actively managed with annual turnover of: 40.00 vs. FBDIX (21.87). FSPHX has a lower initial minimum investment than FBDIX: FSPHX (0) vs FBDIX (1000). FBDIX annual gain was more profitable for investors over the last year : 46.27 vs. FSPHX (4.21). FBDIX return over 5 years is better than : -3.20 vs. FSPHX (-12.92).
| FBDIX | FSPHX | FBDIX / FSPHX | |
| Total Expense Ratio | 1.02 | 0.63 | 162% |
| Annual Report Gross Expense Ratio | 1.03 | 0.63 | 163% |
| Fund Existence | 28 years | 45 years | - |
| Gain YTD | 1.158 | 0.774 | 150% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 6.36B | 16% |
| Annual Yield % from dividends | 1.94 | 0.43 | 456% |
| Returns for 1 year | 46.27 | 4.21 | 1,099% |
| Returns for 3 years | 53.33 | 1.83 | 2,912% |
| Returns for 5 years | -3.20 | -12.92 | 25% |
| Returns for 10 years | 29.19 | 54.06 | 54% |
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