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FTHFX vs SMEFX
FTHFX vs SMEFX Comparison
Open Charts FTHFX vs SMEFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.34
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets10.65B
Invesco Small Cap Equity R6
Price$19.12
Change+$0.13 (+0.68%)
VolumeN/A
Net Assets1.04B
FTHFX vs SMEFX Comparison Chart
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FTHFX vs. SMEFX commentary
Jan 19, 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 Buy and SMEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.6B vs. SMEFX (1.04B). 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 : 20.94 vs. FTHFX (14.58). FTHFX return over 5 years is better than : 75.76 vs. SMEFX (30.37).
| 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 | 4.227 | 5.402 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 1.04B | 1,023% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | 14.58 | 20.94 | 70% |
| Returns for 3 years | 32.29 | 14.70 | 220% |
| Returns for 5 years | 75.76 | 30.37 | 249% |
| Returns for 10 years | 117.48 | 21.92 | 536% |
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