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FSPHX vs PHLQX
FSPHX vs PHLQX Comparison Chart in %
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FSPHX vs. PHLQX commentary
Feb 05, 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 FSPHX is a Hold and PHLQX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.28B vs. PHLQX (1.46B). FSPHX pays higher dividends than PHLQX: FSPHX (0.43) vs PHLQX (0.31). FSPHX was incepted earlier than PHLQX: FSPHX (45 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. PHLQX annual gain was more profitable for investors over the last year : 2.61 vs. FSPHX (0.29). FSPHX return over 5 years is better than : -13.13 vs. PHLQX (-21.74).
| FSPHX | PHLQX | FSPHX / PHLQX | |
| Total Expense Ratio | 0.63 | 0.77 | 82% |
| Annual Report Gross Expense Ratio | 0.63 | 0.77 | 82% |
| Fund Existence | 45 years | 10 years | - |
| Gain YTD | 0.809 | -1.054 | -77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28B | 1.46B | 431% |
| Annual Yield % from dividends | 0.43 | 0.31 | 136% |
| Returns for 1 year | 0.29 | 2.61 | 11% |
| Returns for 3 years | 1.47 | 13.56 | 11% |
| Returns for 5 years | -13.13 | -21.74 | 60% |
| Returns for 10 years | 62.61 | 28.11 | 223% |
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