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FTHFX vs IYSMX
FTHFX vs IYSMX Comparison
Open Charts FTHFX vs IYSMX
FTHFX vs IYSMX Comparison Chart in %
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FTHFX vs. IYSMX commentary
Sep 13, 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 FTHFX is a Buy and IYSMX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 12.1B vs. IYSMX (359M). FTHFX pays higher dividends than IYSMX: FTHFX (0.56) vs IYSMX (0.10). FTHFX was incepted earlier than IYSMX: FTHFX (15 years) vs IYSMX (14 years). IYSMX (1.62) is less costly to investors than FTHFX (0.64). FTHFX is a more actively managed with annual turnover of: 28.00 vs. IYSMX (22.00). IYSMX has a lower initial minimum investment than FTHFX: IYSMX (0) vs FTHFX (1000000). IYSMX annual gain was more profitable for investors over the last year : 17.12 vs. FTHFX (15.30). FTHFX return over 5 years is better than : 60.92 vs. IYSMX (-7.27).
| FTHFX | IYSMX | FTHFX / IYSMX | |
| Total Expense Ratio | 0.64 | 1.37 | 47% |
| Annual Report Gross Expense Ratio | 0.64 | 1.62 | 40% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 14.839 | 15.375 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 359M | 3,370% |
| Annual Yield % from dividends | 0.56 | 0.10 | 580% |
| Returns for 1 year | 15.30 | 17.12 | 89% |
| Returns for 3 years | 58.68 | 53.32 | 110% |
| Returns for 5 years | 60.92 | -7.27 | -837% |
| Returns for 10 years | 237.29 | 27.68 | 857% |
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