CALRX
Price
$34.35
Change
+$0.22 (+0.64%)
Updated
Aug 11 closing price
Net Assets
1.22B
FTHFX
Price
$60.68
Change
-$0.11 (-0.18%)
Updated
Aug 11 closing price
Net Assets
12.15B
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CALRX vs FTHFX

CALRX vs FTHFX Comparison Chart in %
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CALRX vs. FTHFX commentary
Aug 13, 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 Hold and FTHFX is a Buy.

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FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 12.1B vs. CALRX (1.22B). FTHFX pays higher dividends than CALRX: FTHFX (0.56) vs CALRX (0.39). CALRX was incepted earlier than FTHFX: CALRX (8 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 : 29.13 vs. CALRX (-3.33). FTHFX return over 5 years is better than : 66.14 vs. CALRX (-5.51).
CALRXFTHFXCALRX / FTHFX
Total Expense Ratio0.860.64134%
Annual Report Gross Expense Ratio0.860.64134%
Fund Existence8 years15 years-
Gain YTD10.77620.11554%
Front LoadN/AN/A-
Min. Initial Investment50000001000000500%
Min. Initial Investment IRAN/AN/A-
Net Assets1.22B12.1B10%
Annual Yield % from dividends0.390.5670%
Returns for 1 year-3.3329.13-11%
Returns for 3 years5.9261.0810%
Returns for 5 years-5.5166.14-8%
Returns for 10 yearsN/A248.03-
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