Interact to see
Advertisement
Advertisement
FSPHX vs PHLQX
FSPHX vs PHLQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSPHX vs. PHLQX commentary
Dec 28, 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 Buy and PHLQX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.67B vs. PHLQX (1.5B). PHLQX pays higher dividends than FSPHX: PHLQX (0.74) vs FSPHX (0.01). FSPHX was incepted earlier than PHLQX: FSPHX (44 years) vs PHLQX (10 years). PHLQX (0.77) is less costly to investors than FSPHX (0.63). PHLQX is a more actively managed with annual turnover of: 79.00 vs. FSPHX (40.00). FSPHX (0) and PHLQX (0) have matching initial minimum investment requirements. FSPHX annual gain was more profitable for investors over the last year : 11.48 vs. PHLQX (6.53). FSPHX return over 5 years is better than : -2.50 vs. PHLQX (-17.27).
| FSPHX | PHLQX | FSPHX / PHLQX | |
| Total Expense Ratio | 0.63 | 0.77 | 82% |
| Annual Report Gross Expense Ratio | 0.63 | 0.77 | 82% |
| Fund Existence | 44 years | 10 years | - |
| Gain YTD | 13.688 | 9.167 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.67B | 1.5B | 444% |
| Annual Yield % from dividends | 0.01 | 0.74 | 2% |
| Returns for 1 year | 11.48 | 6.53 | 176% |
| Returns for 3 years | 13.67 | 16.49 | 83% |
| Returns for 5 years | -2.50 | -17.27 | 14% |
| Returns for 10 years | 48.01 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement