SMCFX has more cash in the bank: 94.3B vs. FHERX (18.4M). FHERX pays higher dividends than SMCFX: FHERX (0.93) vs SMCFX (0.82). FHERX was incepted earlier than SMCFX: FHERX (5 years) vs SMCFX (18 years). FHERX (1.19) is less costly to investors than SMCFX (0.76). SMCFX is a more actively managed with annual turnover of: 41.00 vs. FHERX (24.00). FHERX has a lower initial minimum investment than SMCFX: FHERX (0) vs SMCFX (250). SMCFX annual gain was more profitable for investors over the last year : 13.21 vs. FHERX (9.72). FHERX return over 5 years is better than : 15.02 vs. SMCFX (-5.39).

	FHERX	SMCFX	FHERX / SMCFX
Total Expense Ratio	0.89	0.76	117%
Annual Report Gross Expense Ratio	1.19	0.76	157%
Fund Existence	5 years	18 years	-
Gain YTD	10.592	10.496	101%
Front Load	N/A	N/A	-
Min. Initial Investment	0	250	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	18.4M	94.3B	0%
Annual Yield % from dividends	0.93	0.82	114%
Returns for 1 year	9.72	13.21	74%
Returns for 3 years	18.20	28.70	63%
Returns for 5 years	15.02	-5.39	-278%
Returns for 10 years	N/A	86.38	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
LMVOX	33.39	0.14	+0.42%
Lord Abbett Focused Small Cap Value F3
DFLVX	66.58	0.20	+0.30%
DFA US Large Cap Value I
IRCIX	13.68	-0.07	-0.51%
Voya Russell Small Cap Index Port S2
PURZX	23.24	-0.25	-1.06%
PGIM Global Real Estate Z
FSAGX	51.23	-1.82	-3.43%
Fidelity Select Gold