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FHEQX vs SMCFX
FHEQX vs SMCFX Comparison
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FHEQX vs SMCFX Comparison Chart in %
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FHEQX vs. SMCFX commentary
Jun 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 FHEQX is a Buy and SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 88.9B vs. FHEQX (90.6M). SMCFX pays higher dividends than FHEQX: SMCFX (0.83) vs FHEQX (0.74). FHEQX was incepted earlier than SMCFX: FHEQX (7 years) vs SMCFX (18 years). FHEQX (1.54) is less costly to investors than SMCFX (0.76). SMCFX is a more actively managed with annual turnover of: 41.00 vs. FHEQX (24.00). SMCFX has a lower initial minimum investment than FHEQX: SMCFX (250) vs FHEQX (1500). SMCFX annual gain was more profitable for investors over the last year : 20.93 vs. FHEQX (12.22). FHEQX return over 5 years is better than : 10.59 vs. SMCFX (-1.45).
| FHEQX | SMCFX | FHEQX / SMCFX | |
| Total Expense Ratio | 1.19 | 0.76 | 157% |
| Annual Report Gross Expense Ratio | 1.54 | 0.76 | 203% |
| Fund Existence | 7 years | 18 years | - |
| Gain YTD | 7.991 | 12.177 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.6M | 88.9B | 0% |
| Annual Yield % from dividends | 0.74 | 0.83 | 89% |
| Returns for 1 year | 12.22 | 20.93 | 58% |
| Returns for 3 years | 21.68 | 38.62 | 56% |
| Returns for 5 years | 10.59 | -1.45 | -729% |
| Returns for 10 years | N/A | 94.06 | - |
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