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FTHFX vs JUSMX
FTHFX vs JUSMX Comparison
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FTHFX vs JUSMX Comparison Chart in %
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FTHFX vs. JUSMX 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 JUSMX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.2B vs. JUSMX (1.09B). FTHFX pays higher dividends than JUSMX: FTHFX (0.59) vs JUSMX (0.37). FTHFX was incepted earlier than JUSMX: FTHFX (15 years) vs JUSMX (15 years). JUSMX (0.72) is less costly to investors than FTHFX (0.64). JUSMX is a more actively managed with annual turnover of: 46.00 vs. FTHFX (28.00). FTHFX has a lower initial minimum investment than JUSMX: FTHFX (1000000) vs JUSMX (15000000). FTHFX (30.43) and JUSMX (29.83) have marching annual gain over last year. FTHFX return over 5 years is better than : 57.59 vs. JUSMX (-8.88).
| FTHFX | JUSMX | FTHFX / JUSMX | |
| Total Expense Ratio | 0.64 | 0.72 | 89% |
| Annual Report Gross Expense Ratio | 0.64 | 0.72 | 89% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 13.752 | 20.098 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.09B | 1,026% |
| Annual Yield % from dividends | 0.59 | 0.37 | 160% |
| Returns for 1 year | 30.43 | 29.83 | 102% |
| Returns for 3 years | 59.04 | 37.30 | 158% |
| Returns for 5 years | 57.59 | -8.88 | -648% |
| Returns for 10 years | 249.97 | 50.09 | 499% |
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