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FTHFX vs SMEFX
FTHFX vs SMEFX Comparison
Open Charts FTHFX vs SMEFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$45.96
Change-$1.64 (-3.45%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Equity R6
Price$18.17
Change-$0.77 (-4.07%)
VolumeN/A
CapitalizationN/A
FTHFX vs SMEFX Comparison Chart
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FTHFX vs. SMEFX commentary
Dec 19, 2024
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 SMEFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.6B vs. SMEFX (1.05B). FTHFX pays higher dividends than SMEFX: FTHFX (0.95) vs SMEFX (0.00). FTHFX was incepted earlier than SMEFX: FTHFX (13 years) vs SMEFX (12 years). SMEFX is a more actively managed with annual turnover of: 43.00 vs. FTHFX (35.00). FTHFX (1000000) and SMEFX (1000000) have matching initial minimum investment requirements. SMEFX annual gain was more profitable for investors over the last year : 18.60 vs. FTHFX (14.69). FTHFX return over 5 years is better than : 78.82 vs. SMEFX (32.10).
| FTHFX | SMEFX | FTHFX / SMEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 13.441 | 16.268 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 1.05B | 1,012% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | 14.69 | 18.60 | 79% |
| Returns for 3 years | 32.34 | 9.35 | 346% |
| Returns for 5 years | 78.82 | 32.10 | 246% |
| Returns for 10 years | 114.19 | 17.56 | 650% |
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