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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: 91.5B vs. FHERX (19.6M). 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 : 20.11 vs. FHERX (14.57). FHERX return over 5 years is better than : 16.54 vs. SMCWX (-3.93).
| 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 | 10.592 | 14.258 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.6M | 91.5B | 0% |
| Annual Yield % from dividends | 0.95 | 0.63 | 151% |
| Returns for 1 year | 14.57 | 20.11 | 72% |
| Returns for 3 years | 26.51 | 39.64 | 67% |
| Returns for 5 years | 16.54 | -3.93 | -421% |
| Returns for 10 years | N/A | 100.78 | - |
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