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FSPHX vs PHSZX
FSPHX vs PHSZX Comparison Chart in %
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FSPHX vs. PHSZX commentary
Dec 27, 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 PHSZX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.67B vs. PHSZX (1.51B). PHSZX pays higher dividends than FSPHX: PHSZX (0.67) vs FSPHX (0.01). FSPHX was incepted earlier than PHSZX: FSPHX (44 years) vs PHSZX (27 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 : 7.36 vs. FSPHX (4.50). FSPHX return over 5 years is better than : -2.50 vs. PHSZX (-17.70).
| 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 | 27 years | - |
| Gain YTD | 13.688 | 9.306 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.67B | 1.51B | 443% |
| Annual Yield % from dividends | 0.01 | 0.67 | 2% |
| Returns for 1 year | 4.50 | 7.36 | 61% |
| Returns for 3 years | 12.88 | 15.72 | 82% |
| Returns for 5 years | -2.50 | -17.70 | 14% |
| Returns for 10 years | 49.35 | 0.62 | 8,010% |