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FTHFX vs LMSIX
FTHFX vs LMSIX Comparison
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FTHFX vs LMSIX Comparison Chart in %
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FTHFX vs. LMSIX commentary
Sep 13, 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 LMSIX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 12.1B vs. LMSIX (151M). FTHFX pays higher dividends than LMSIX: FTHFX (0.56) vs LMSIX (0.29). FTHFX was incepted earlier than LMSIX: FTHFX (15 years) vs LMSIX (27 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. FTHFX annual gain was more profitable for investors over the last year : 16.49 vs. LMSIX (13.66). FTHFX return over 5 years is better than : 62.58 vs. LMSIX (12.47).
| 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 | 27 years | - |
| Gain YTD | 16.025 | 17.263 | 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 | 151M | 8,013% |
| Annual Yield % from dividends | 0.56 | 0.29 | 196% |
| Returns for 1 year | 16.49 | 13.66 | 121% |
| Returns for 3 years | 60.32 | 56.95 | 106% |
| Returns for 5 years | 62.58 | 12.47 | 502% |
| Returns for 10 years | 240.77 | 50.29 | 479% |
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