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FTHFX vs JUSMX
FTHFX vs JUSMX Comparison
Open Charts FTHFX vs JUSMX
FTHFX vs JUSMX Comparison Chart in %
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FTHFX vs. JUSMX commentary
Aug 01, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 12.1B vs. JUSMX (1.08B). FTHFX pays higher dividends than JUSMX: FTHFX (0.57) vs JUSMX (0.36). 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 annual gain was more profitable for investors over the last year : 27.40 vs. JUSMX (25.09). FTHFX return over 5 years is better than : 65.61 vs. JUSMX (-3.86).
| 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 | 17.210 | 20.315 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 1.08B | 1,117% |
| Annual Yield % from dividends | 0.57 | 0.36 | 159% |
| Returns for 1 year | 27.40 | 25.09 | 109% |
| Returns for 3 years | 54.63 | 29.93 | 183% |
| Returns for 5 years | 65.61 | -3.86 | -1,701% |
| Returns for 10 years | 245.00 | 43.91 | 558% |
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