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FBDIX vs FSPHX
FBDIX vs FSPHX Comparison Chart in %
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FBDIX vs. FSPHX commentary
Aug 20, 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 FBDIX is a Buy and FSPHX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.74B vs. FBDIX (755M). FSPHX pays higher dividends than FBDIX: FSPHX (0.02) vs FBDIX (0.00). FBDIX was incepted earlier than FSPHX: FBDIX (28 years) vs FSPHX (44 years). FBDIX (1.06) 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 : -9.77 vs. FSPHX (-14.39). FSPHX return over 5 years is better than : -16.03 vs. FBDIX (-22.94).
| FBDIX | FSPHX | FBDIX / FSPHX | |
| Total Expense Ratio | 1.05 | 0.63 | 167% |
| Annual Report Gross Expense Ratio | 1.06 | 0.63 | 168% |
| Fund Existence | 28 years | 44 years | - |
| Gain YTD | 8.886 | -3.156 | -282% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 5.74B | 13% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -9.77 | -14.39 | 68% |
| Returns for 3 years | 23.96 | -5.36 | -447% |
| Returns for 5 years | -22.94 | -16.03 | 143% |
| Returns for 10 years | -27.04 | 17.76 | -152% |
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