Interact to see
Advertisement
Advertisement
FTHFX vs LMSIX
FTHFX vs LMSIX Comparison
Open Charts FTHFX vs LMSIX
FTHFX vs LMSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. LMSIX commentary
Aug 23, 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 LMSIX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 12.1B vs. LMSIX (155M). FTHFX pays higher dividends than LMSIX: FTHFX (0.56) vs LMSIX (0.29). FTHFX was incepted earlier than LMSIX: FTHFX (15 years) vs LMSIX (26 years). LMSIX (1.01) is less costly to investors than FTHFX (0.64). LMSIX is a more actively managed with annual turnover of: 48.00 vs. FTHFX (28.00). FTHFX (1000000) and LMSIX (1000000) have matching initial minimum investment requirements. LMSIX (25.55) and FTHFX (24.72) have marching annual gain over last year. FTHFX return over 5 years is better than : 67.28 vs. LMSIX (19.47).
| FTHFX | LMSIX | FTHFX / LMSIX | |
| Total Expense Ratio | 0.64 | 1.00 | 64% |
| Annual Report Gross Expense Ratio | 0.64 | 1.01 | 63% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 18.613 | 20.013 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 155M | 7,806% |
| Annual Yield % from dividends | 0.56 | 0.29 | 194% |
| Returns for 1 year | 24.72 | 25.55 | 97% |
| Returns for 3 years | 64.64 | 60.63 | 107% |
| Returns for 5 years | 67.28 | 19.47 | 345% |
| Returns for 10 years | 241.65 | 49.35 | 490% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement