Interact to see
Advertisement
Advertisement
FHEQX vs SMCFX
FHEQX vs SMCFX Comparison
Open Charts FHEQX vs SMCFX
FHEQX vs SMCFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FHEQX vs. SMCFX commentary
Jul 14, 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 Hold and SMCFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 94.3B vs. FHEQX (18.4M). SMCFX pays higher dividends than FHEQX: SMCFX (0.77) vs FHEQX (0.71). 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 : 14.24 vs. FHEQX (9.69). FHEQX return over 5 years is better than : 15.36 vs. SMCFX (-2.62).
| 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 | 10.264 | 12.164 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4M | 94.3B | 0% |
| Annual Yield % from dividends | 0.71 | 0.77 | 93% |
| Returns for 1 year | 9.69 | 14.24 | 68% |
| Returns for 3 years | 17.62 | 31.21 | 56% |
| Returns for 5 years | 15.36 | -2.62 | -586% |
| Returns for 10 years | N/A | 92.92 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers