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FSPHX vs PHLCX
FSPHX vs PHLCX Comparison Chart in %
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FSPHX vs. PHLCX commentary
Dec 04, 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 FSPHX is a StrongBuy and PHLCX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.67B vs. PHLCX (1.53B). PHLCX pays higher dividends than FSPHX: PHLCX (1.19) vs FSPHX (0.01). FSPHX was incepted earlier than PHLCX: FSPHX (44 years) vs PHLCX (26 years). PHLCX (1.96) is less costly to investors than FSPHX (0.63). PHLCX is a more actively managed with annual turnover of: 79.00 vs. FSPHX (40.00). FSPHX has a lower initial minimum investment than PHLCX: FSPHX (0) vs PHLCX (1000). FSPHX annual gain was more profitable for investors over the last year : -1.95 vs. PHLCX (-19.79). FSPHX return over 5 years is better than : -7.43 vs. PHLCX (-63.01).
| FSPHX | PHLCX | FSPHX / PHLCX | |
| Total Expense Ratio | 0.63 | 1.96 | 32% |
| Annual Report Gross Expense Ratio | 0.63 | 1.96 | 32% |
| Fund Existence | 44 years | 26 years | - |
| Gain YTD | 13.394 | 18.785 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.67B | 1.53B | 437% |
| Annual Yield % from dividends | 0.01 | 1.19 | 1% |
| Returns for 1 year | -1.95 | -19.79 | 10% |
| Returns for 3 years | 8.17 | -13.07 | -63% |
| Returns for 5 years | -7.43 | -63.01 | 12% |
| Returns for 10 years | 40.85 | -63.11 | -65% |
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