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FHERX vs SMCWX
FHERX vs SMCWX Comparison
Open Charts FHERX vs SMCWX
FHERX vs SMCWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 88.9B vs. FHERX (90.6M). FHERX pays higher dividends than SMCWX: FHERX (0.95) vs SMCWX (0.63). 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 : 20.50 vs. FHERX (12.50).
| 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 | 8.108 | 12.075 | 67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.6M | 88.9B | 0% |
| Annual Yield % from dividends | 0.95 | 0.63 | 151% |
| Returns for 1 year | 12.50 | 20.50 | 61% |
| Returns for 3 years | 22.78 | 37.36 | 61% |
| Returns for 5 years | N/A | -2.89 | - |
| Returns for 10 years | N/A | 88.69 | - |
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