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FTHFX vs JSERX
FTHFX vs JSERX Comparison
Open Charts FTHFX vs JSERX
FTHFX vs JSERX Comparison Chart in %
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FTHFX vs. JSERX commentary
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 12.1B vs. JSERX (2.68B). FTHFX pays higher dividends than JSERX: FTHFX (0.56) vs JSERX (0.40). 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 : 27.29 vs. JSERX (-6.85). FTHFX return over 5 years is better than : 65.47 vs. JSERX (-34.49).
| 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 | 17.111 | 10.646 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 2.68B | 452% |
| Annual Yield % from dividends | 0.56 | 0.40 | 140% |
| Returns for 1 year | 27.29 | -6.85 | -399% |
| Returns for 3 years | 54.50 | -7.85 | -694% |
| Returns for 5 years | 65.47 | -34.49 | -190% |
| Returns for 10 years | 244.71 | 6.74 | 3,632% |
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