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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: 94.3B vs. FHERX (18.4M). FHERX pays higher dividends than SMCWX: FHERX (0.92) vs SMCWX (0.58). 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 : 13.82 vs. FHERX (10.04). FHERX return over 5 years is better than : 17.08 vs. SMCWX (-4.05).
| 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 | 10.446 | 12.021 | 87% |
| Front Load | N/A | 6% | - |
| 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 | 0.58 | 159% |
| Returns for 1 year | 10.04 | 13.82 | 73% |
| Returns for 3 years | 18.67 | 30.02 | 62% |
| Returns for 5 years | 17.08 | -4.05 | -422% |
| Returns for 10 years | N/A | 87.59 | - |
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