SMCWX has more cash in the bank: 91.4B vs. FHERX (17.8M). FHERX pays higher dividends than SMCWX: FHERX (0.91) vs SMCWX (0.60). FHERX was incepted earlier than SMCWX: FHERX (5 years) vs SMCWX (36 years). FHERX (1.19) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. FHERX (24.00). FHERX has a lower initial minimum investment than SMCWX: FHERX (0) vs SMCWX (250). SMCWX annual gain was more profitable for investors over the last year : 8.99 vs. FHERX (4.34). FHERX return over 5 years is better than : 12.28 vs. SMCWX (-9.27).

	FHERX	SMCWX	FHERX / SMCWX
Total Expense Ratio	0.89	1.03	86%
Annual Report Gross Expense Ratio	1.19	1.03	116%
Fund Existence	5 years	36 years	-
Gain YTD	10.080	12.294	82%
Front Load	N/A	6%	-
Min. Initial Investment	0	250	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	17.8M	91.4B	0%
Annual Yield % from dividends	0.91	0.60	152%
Returns for 1 year	4.34	8.99	48%
Returns for 3 years	22.17	37.46	59%
Returns for 5 years	12.28	-9.27	-132%
Returns for 10 years	N/A	83.28	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
SPXUX	20.23	0.19	+0.92%
WisdomTree 500 Digital N/A
BSCAX	23.14	0.19	+0.83%
Brandes Small Cap Value A
FRURX	24.09	N/A	N/A
Franklin Utilities R
VAGVX	34.04	N/A	N/A
Vanguard Advice Select Global Value Adml
STITX	7.37	N/A	N/A
Virtus SGA International Growth I