SMCFX has more cash in the bank: 89B 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 : 15.64 vs. FHERX (9.78). FHERX return over 5 years is better than : 18.11 vs. SMCFX (-1.17).

	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	14.390	14.772	97%
Front Load	N/A	N/A	-
Min. Initial Investment	0	250	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	18.4M	89B	0%
Annual Yield % from dividends	0.93	0.82	114%
Returns for 1 year	9.78	15.64	63%
Returns for 3 years	28.16	41.88	67%
Returns for 5 years	18.11	-1.17	-1,553%
Returns for 10 years	N/A	88.31	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
FFNRX	65.34	0.72	+1.11%
Fidelity Advisor Consumer Disctnry - A
HUDIX	29.43	0.22	+0.75%
Huber Large Cap Value Inv
DALVX	25.19	0.12	+0.48%
Dunham Large Cap Value A
VMVFX	17.51	0.06	+0.34%
Vanguard Global Minimum Volatility Inv
FCDCX	41.84	N/A	N/A
Fidelity Advisor Stock Selector Sm Cp C