Interact to see
Advertisement
Advertisement
FTHFX vs JSERX
FTHFX vs JSERX Comparison
Open Charts FTHFX vs JSERX
FTHFX vs JSERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. JSERX commentary
Jun 15, 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 JSERX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.2B vs. JSERX (2.89B). FTHFX pays higher dividends than JSERX: FTHFX (0.59) vs JSERX (0.41). FTHFX was incepted earlier than JSERX: FTHFX (15 years) vs JSERX (20 years). JSERX (0.84) is less costly to investors than FTHFX (0.64). JSERX is a more actively managed with annual turnover of: 52.00 vs. FTHFX (28.00). JSERX has a lower initial minimum investment than FTHFX: JSERX (0) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 30.43 vs. JSERX (-5.02). FTHFX return over 5 years is better than : 57.59 vs. JSERX (-34.77).
| FTHFX | JSERX | FTHFX / JSERX | |
| Total Expense Ratio | 0.64 | 0.80 | 80% |
| Annual Report Gross Expense Ratio | 0.64 | 0.84 | 76% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 13.752 | 10.204 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 2.89B | 387% |
| Annual Yield % from dividends | 0.59 | 0.41 | 146% |
| Returns for 1 year | 30.43 | -5.02 | -606% |
| Returns for 3 years | 59.04 | -3.80 | -1,553% |
| Returns for 5 years | 57.59 | -34.77 | -166% |
| Returns for 10 years | 249.97 | 11.35 | 2,203% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement