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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
Aug 21, 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 Hold and JUSMX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 12.1B vs. JUSMX (1.16B). FTHFX pays higher dividends than JUSMX: FTHFX (0.56) 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). JUSMX annual gain was more profitable for investors over the last year : 25.93 vs. FTHFX (24.45). FTHFX return over 5 years is better than : 67.53 vs. JUSMX (0.68).
| 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 | 18.791 | 23.574 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 1.16B | 1,041% |
| Annual Yield % from dividends | 0.56 | 0.37 | 151% |
| Returns for 1 year | 24.45 | 25.93 | 94% |
| Returns for 3 years | 63.79 | 42.75 | 149% |
| Returns for 5 years | 67.53 | 0.68 | 9,951% |
| Returns for 10 years | 245.49 | 43.52 | 564% |
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