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FTHFX vs SMEAX
FTHFX vs SMEAX Comparison
Open Charts FTHFX vs SMEAX
FullerThaler Behavioral Sm-Cp Eq R6
Price$48.60
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets10.79B
Invesco Small Cap Equity A
Price$15.12
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets1.01B
FTHFX vs SMEAX Comparison Chart in %
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FTHFX vs. SMEAX commentary
Nov 20, 2025
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 SMEAX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.8B vs. SMEAX (1.01B). FTHFX pays higher dividends than SMEAX: FTHFX (0.70) vs SMEAX (0.00). FTHFX was incepted earlier than SMEAX: FTHFX (14 years) vs SMEAX (25 years). SMEAX (1.25) is less costly to investors than FTHFX (0.63). SMEAX is a more actively managed with annual turnover of: 50.00 vs. FTHFX (41.00). SMEAX has a lower initial minimum investment than FTHFX: SMEAX (1000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : -5.71 vs. SMEAX (-6.90). FTHFX return over 5 years is better than : 77.88 vs. SMEAX (3.49).
| FTHFX | SMEAX | FTHFX / SMEAX | |
| Total Expense Ratio | 0.63 | 1.25 | 50% |
| Annual Report Gross Expense Ratio | 0.63 | 1.25 | 50% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 6.429 | 3.491 | 184% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 1.01B | 1,070% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | -5.71 | -6.90 | 83% |
| Returns for 3 years | 36.08 | 22.33 | 162% |
| Returns for 5 years | 77.88 | 3.49 | 2,231% |
| Returns for 10 years | 158.59 | 1.00 | 15,827% |