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FBTCX vs FSPHX
FBTCX vs FSPHX Comparison Chart in %
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FBTCX 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 FBTCX is a Buy and FSPHX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.92B vs. FBTCX (1.3B). FBTCX pays higher dividends than FSPHX: FBTCX (2.88) vs FSPHX (0.02). FBTCX was incepted earlier than FSPHX: FBTCX (25 years) vs FSPHX (44 years). FBTCX (1.71) is less costly to investors than FSPHX (0.63). FBTCX is a more actively managed with annual turnover of: 73.00 vs. FSPHX (40.00). FBTCX (0) and FSPHX (0) have matching initial minimum investment requirements. FBTCX annual gain was more profitable for investors over the last year : -7.19 vs. FSPHX (-9.98). FSPHX return over 5 years is better than : -15.46 vs. FBTCX (-22.16).
| FBTCX | FSPHX | FBTCX / FSPHX | |
| Total Expense Ratio | 1.71 | 0.63 | 271% |
| Annual Report Gross Expense Ratio | 1.71 | 0.63 | 271% |
| Fund Existence | 25 years | 44 years | - |
| Gain YTD | -1.566 | -5.798 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 5.92B | 22% |
| Annual Yield % from dividends | 2.88 | 0.02 | 16,278% |
| Returns for 1 year | -7.19 | -9.98 | 72% |
| Returns for 3 years | 24.78 | -0.60 | -4,112% |
| Returns for 5 years | -22.16 | -15.46 | 143% |
| Returns for 10 years | -21.53 | 8.52 | -253% |
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