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FHESX vs SMCFX
FHESX vs SMCFX Comparison
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FHESX vs SMCFX Comparison Chart in %
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FHESX vs. SMCFX commentary
Sep 12, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FHESX is a Buy and SMCFX is a Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 91.4B vs. FHESX (17.8M). FHESX pays higher dividends than SMCFX: FHESX (0.91) vs SMCFX (0.80). FHESX was incepted earlier than SMCFX: FHESX (8 years) vs SMCFX (18 years). FHESX (1.27) is less costly to investors than SMCFX (0.76). SMCFX is a more actively managed with annual turnover of: 41.00 vs. FHESX (24.00). SMCFX has a lower initial minimum investment than FHESX: SMCFX (250) vs FHESX (1000000). SMCFX annual gain was more profitable for investors over the last year : 9.40 vs. FHESX (4.28). FHESX return over 5 years is better than : 12.00 vs. SMCFX (-7.92).
| FHESX | SMCFX | FHESX / SMCFX | |
| Total Expense Ratio | 0.94 | 0.76 | 124% |
| Annual Report Gross Expense Ratio | 1.27 | 0.76 | 167% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 10.022 | 12.482 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8M | 91.4B | 0% |
| Annual Yield % from dividends | 0.91 | 0.80 | 114% |
| Returns for 1 year | 4.28 | 9.40 | 45% |
| Returns for 3 years | 21.97 | 38.74 | 57% |
| Returns for 5 years | 12.00 | -7.92 | -152% |
| Returns for 10 years | N/A | 88.50 | - |
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