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FSMEX vs FSPHX
FSMEX vs FSPHX Comparison Chart in %
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FSMEX vs. FSPHX commentary
Feb 04, 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 FSMEX is a Hold and FSPHX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.28B vs. FSMEX (3.91B). FSPHX pays higher dividends than FSMEX: FSPHX (0.43) vs FSMEX (0.00). FSMEX was incepted earlier than FSPHX: FSMEX (28 years) vs FSPHX (45 years). FSMEX (0.63) and FSPHX (0.63) have similar cost to investors . FSPHX is a more actively managed with annual turnover of: 40.00 vs. FSMEX (31.00). FSMEX (0) and FSPHX (0) have matching initial minimum investment requirements. FSPHX annual gain was more profitable for investors over the last year : -0.96 vs. FSMEX (-12.47). FSPHX return over 5 years is better than : -13.37 vs. FSMEX (-24.11).
| FSMEX | FSPHX | FSMEX / FSPHX | |
| Total Expense Ratio | 0.63 | 0.63 | 100% |
| Annual Report Gross Expense Ratio | 0.63 | 0.63 | 100% |
| Fund Existence | 28 years | 45 years | - |
| Gain YTD | -2.838 | 0.070 | -4,034% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 6.28B | 62% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | -12.47 | -0.96 | 1,293% |
| Returns for 3 years | -10.99 | 0.73 | -1,510% |
| Returns for 5 years | -24.11 | -13.37 | 180% |
| Returns for 10 years | 80.01 | 61.42 | 130% |
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