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FSPHX vs PHSZX
FSPHX vs PHSZX Comparison Chart in %
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FSPHX vs. PHSZX 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 PHSZX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.67B vs. PHSZX (1.53B). PHSZX pays higher dividends than FSPHX: PHSZX (0.67) vs FSPHX (0.01). FSPHX was incepted earlier than PHSZX: FSPHX (44 years) vs PHSZX (26 years). PHSZX (0.86) is less costly to investors than FSPHX (0.63). PHSZX is a more actively managed with annual turnover of: 79.00 vs. FSPHX (40.00). FSPHX (0) and PHSZX (0) have matching initial minimum investment requirements. PHSZX annual gain was more profitable for investors over the last year : 1.74 vs. FSPHX (-1.95). FSPHX return over 5 years is better than : -7.43 vs. PHSZX (-18.48).
| FSPHX | PHSZX | FSPHX / PHSZX | |
| Total Expense Ratio | 0.63 | 0.86 | 73% |
| Annual Report Gross Expense Ratio | 0.63 | 0.86 | 73% |
| Fund Existence | 44 years | 26 years | - |
| Gain YTD | 13.394 | 19.945 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.67B | 1.53B | 436% |
| Annual Yield % from dividends | 0.01 | 0.67 | 2% |
| Returns for 1 year | -1.95 | 1.74 | -112% |
| Returns for 3 years | 8.17 | 23.76 | 34% |
| Returns for 5 years | -7.43 | -18.48 | 40% |
| Returns for 10 years | 40.85 | -1.33 | -3,073% |
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