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FSPHX vs PHSZX
FSPHX vs PHSZX Comparison Chart in %
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FSPHX vs. PHSZX commentary
Jan 16, 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 PHSZX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.36B vs. PHSZX (1.48B). FSPHX pays higher dividends than PHSZX: FSPHX (0.43) vs PHSZX (0.24). FSPHX was incepted earlier than PHSZX: FSPHX (45 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 : 11.17 vs. FSPHX (4.21). FSPHX return over 5 years is better than : -12.92 vs. PHSZX (-20.31).
| FSPHX | PHSZX | FSPHX / PHSZX | |
| Total Expense Ratio | 0.63 | 0.86 | 73% |
| Annual Report Gross Expense Ratio | 0.63 | 0.86 | 73% |
| Fund Existence | 45 years | 27 years | - |
| Gain YTD | 0.774 | 1.514 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.36B | 1.48B | 431% |
| Annual Yield % from dividends | 0.43 | 0.24 | 176% |
| Returns for 1 year | 4.21 | 11.17 | 38% |
| Returns for 3 years | 1.83 | 14.44 | 13% |
| Returns for 5 years | -12.92 | -20.31 | 64% |
| Returns for 10 years | 54.06 | 19.44 | 278% |
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