Interact to see
Advertisement
Advertisement
FHESX vs SMCFX
FHESX vs SMCFX Comparison
Open Charts FHESX vs SMCFX
FHESX vs SMCFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FHESX vs. SMCFX commentary
Aug 23, 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 Hold and SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 89B vs. FHESX (18.4M). FHESX pays higher dividends than SMCFX: FHESX (0.93) vs SMCFX (0.82). 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 : 15.64 vs. FHESX (9.65). FHESX return over 5 years is better than : 17.82 vs. SMCFX (-1.17).
| 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 | 14.338 | 14.772 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4M | 89B | 0% |
| Annual Yield % from dividends | 0.93 | 0.82 | 114% |
| Returns for 1 year | 9.65 | 15.64 | 62% |
| Returns for 3 years | 27.96 | 41.88 | 67% |
| Returns for 5 years | 17.82 | -1.17 | -1,529% |
| Returns for 10 years | N/A | 88.31 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement