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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 89B vs. FHEQX (18.4M). SMCFX pays higher dividends than FHEQX: SMCFX (0.82) vs FHEQX (0.72). 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 : 15.64 vs. FHEQX (9.36). FHEQX return over 5 years is better than : 16.31 vs. SMCFX (-1.17).
| 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 | 14.150 | 14.772 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4M | 89B | 0% |
| Annual Yield % from dividends | 0.72 | 0.82 | 89% |
| Returns for 1 year | 9.36 | 15.64 | 60% |
| Returns for 3 years | 26.99 | 41.88 | 64% |
| Returns for 5 years | 16.31 | -1.17 | -1,399% |
| Returns for 10 years | N/A | 88.31 | - |
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