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FTHFX vs SMEAX
FTHFX vs SMEAX Comparison
Open Charts FTHFX vs SMEAX
FullerThaler Behavioral Sm-Cp Eq R6
Price$46.22
Change-$0.64 (-1.37%)
VolumeN/A
Net Assets10.43B
Invesco Small Cap Equity A
Price$14.93
Change-$0.17 (-1.13%)
VolumeN/A
Net Assets995.49M
FTHFX vs SMEAX Comparison Chart in %
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FTHFX vs. SMEAX commentary
Aug 04, 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 StrongBuy and SMEAX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.4B vs. SMEAX (995M). FTHFX pays higher dividends than SMEAX: FTHFX (0.74) 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). SMEAX annual gain was more profitable for investors over the last year : 0.67 vs. FTHFX (-1.58). FTHFX return over 5 years is better than : 89.75 vs. SMEAX (22.88).
| 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 | 1.761 | 2.190 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 995M | 1,045% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | -1.58 | 0.67 | -234% |
| Returns for 3 years | 36.79 | 22.38 | 164% |
| Returns for 5 years | 89.75 | 22.88 | 392% |
| Returns for 10 years | 143.71 | -5.21 | -2,760% |
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