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CALRX vs FTHFX
CALRX vs FTHFX Comparison
Open Charts CALRX vs FTHFX
CALRX vs FTHFX Comparison Chart in %
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CALRX vs. FTHFX commentary
Jul 03, 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 CALRX is a StrongBuy and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 12.1B vs. CALRX (1.28B). FTHFX pays higher dividends than CALRX: FTHFX (0.57) vs CALRX (0.39). CALRX was incepted earlier than FTHFX: CALRX (7 years) vs FTHFX (15 years). CALRX (0.86) is less costly to investors than FTHFX (0.64). CALRX is a more actively managed with annual turnover of: 34.00 vs. FTHFX (28.00). FTHFX has a lower initial minimum investment than CALRX: FTHFX (1000000) vs CALRX (5000000). FTHFX annual gain was more profitable for investors over the last year : 25.86 vs. CALRX (-8.33). FTHFX return over 5 years is better than : 61.87 vs. CALRX (-6.89).
| CALRX | FTHFX | CALRX / FTHFX | |
| Total Expense Ratio | 0.86 | 0.64 | 134% |
| Annual Report Gross Expense Ratio | 0.86 | 0.64 | 134% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 9.218 | 14.997 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 12.1B | 11% |
| Annual Yield % from dividends | 0.39 | 0.57 | 69% |
| Returns for 1 year | -8.33 | 25.86 | -32% |
| Returns for 3 years | 4.34 | 57.47 | 8% |
| Returns for 5 years | -6.89 | 61.87 | -11% |
| Returns for 10 years | N/A | 246.85 | - |
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