FHERX
Price
$15.66
Change
+$0.07 (+0.45%)
Updated
Aug 21 closing price
Net Assets
18.42M
SMCWX
Price
$83.98
Change
+$0.68 (+0.82%)
Updated
Aug 21 closing price
Net Assets
89.02B
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FHERX vs SMCWX

FHERX vs SMCWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 89B vs. FHERX (18.4M). FHERX pays higher dividends than SMCWX: FHERX (0.93) vs SMCWX (0.61). 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 : 15.20 vs. FHERX (9.78). FHERX return over 5 years is better than : 18.11 vs. SMCWX (-2.63).
FHERXSMCWXFHERX / SMCWX
Total Expense Ratio0.891.0386%
Annual Report Gross Expense Ratio1.191.03116%
Fund Existence5 years36 years-
Gain YTD14.39014.58699%
Front LoadN/A6%-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets18.4M89B0%
Annual Yield % from dividends0.930.61152%
Returns for 1 year9.7815.2064%
Returns for 3 years28.1640.5769%
Returns for 5 years18.11-2.63-688%
Returns for 10 yearsN/A83.11-
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