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FHERX vs SMCFX
FHERX vs SMCFX Comparison
Open Charts FHERX vs SMCFX
FHERX vs SMCFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 94.3B vs. FHERX (18.4M). FHERX pays higher dividends than SMCFX: FHERX (0.92) vs SMCFX (0.77). 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 : 14.24 vs. FHERX (10.04). FHERX return over 5 years is better than : 17.08 vs. SMCFX (-2.62).
| 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 | 10.446 | 12.164 | 86% |
| 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 | 0.92 | 0.77 | 119% |
| Returns for 1 year | 10.04 | 14.24 | 71% |
| Returns for 3 years | 18.67 | 31.21 | 60% |
| Returns for 5 years | 17.08 | -2.62 | -651% |
| Returns for 10 years | N/A | 92.92 | - |
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